Our services
Direct Equity
Buying shares directly puts you in charge of every decision, which is both the appeal and the difficulty. There is no fund manager to diversify for you and no automatic rebalancing. We help you think about position sizing, concentration and temperament, and about how a direct holding fits alongside a diversified core.
Who this is for
- Experienced investors who already hold funds
- Those who want to hold a few businesses directly
- Investors reviewing an inherited or legacy shareholding
Why families choose us
Concentration understood
What a handful of holdings does to the range of outcomes, in both directions.
Position sizing
How much of the portfolio a single name should represent, decided in advance.
Legacy holdings reviewed
Old and inherited shareholdings assessed for what they are worth and what they are doing.
How we work
Establish a diversified core before anything else
Decide the maximum share any one company may occupy
Write down why each holding is owned
Review on the same schedule as the rest of the portfolio
Take the first step.
A short conversation is all it takes to see where you stand and what's possible.