Separately managed accounts
We manage a dedicated portfolio for you alone, where you own every security directly and see exactly what you hold.
How it works
Own every investment in your portfolio directly
In a separately managed account you own each security directly instead of holding units in a pooled fund. You see what you hold, why you hold it and what it costs.
Our team manages it with the same active investment discipline we apply across the firm.
What you get
Direct ownership
You own every security and can see each holding line by line.
A mandate of your own
Your objectives, income needs, risk limits and exclusions set the rules.
Active management
We apply the research and trading behind our funds to your portfolio.
Who it suits
Separately managed accounts suit substantial private clients and institutions
Private clients
Families and individuals can invest substantial wealth under a mandate of their own.
Explore private wealthPension schemes
Trustees can have a segregated portfolio run to their investment policy.
Explore pension fundsEndowments and foundations
Boards can invest for a long-term purpose and a steady income.
Explore endowments
Enquiries
Talk to our team
Leave your details and the right adviser will come back to you within one working day.
Talk to our team
Leave your details and the right adviser will come back to you within one working day.
Important information
The value of investments can fall as well as rise, and past performance is not a guide to future returns.