As innovative online investment managers, we offer clients direct low cost access to high end wealth management that is smart, commonsense and modern. Everything we do is underpinned by 100% transparency and treating our clients fairly.

Who are your clients?

Generally speaking they are Investors looking to bypass expensive advisers, layers of inefficiencies, and high fee underperforming traditional active funds. For UK clients our entry level is £15,000, either direct or via an ISA or SIPP wrapper. For overseas clients £150,000 or the equivalent in Euros or US Dollars. We are also delighted to work with corporates and charities.

What makes your firm unique?

As a boutique firm, the founders not only invest significant sums of their own money alongside clients on exactly the same terms and fees but also roll their sleeves up and are fully involved in every aspect of the organisation. Clients can, therefore, be confident their money is being looked after as if it were our own.

In terms of investing, our Chief Investment Officer (CIO) is one of a handful of highly respected fund managers. His 28 years’ unique track record has resulted from managing money for a wide range of clients – retail, institutional and private – across a wide range of asset classes – equities, property, fixed interest and alternative assets.

At this moment in time, we are also the only investment house that publishes our true Total Cost of Investing on our factsheets monthly, in one number – no hidden fees whatsoever!

What are the biggest challenges facing your firm at present?

As a disruptive brand we face several challenges. To compete with the deep pockets of big brand incumbents, to continue to provide exceptional service to clients whilst growing but not compromising efficiency and ethics, as well as resisting the tempting offers of external finance which would impact our principles, ethos and customer care.

What is the main aim for your business?

It is two-fold. To continue to help people to save for their future so they live the end of their days with finances that affords them dignity and security. To be successful and profitable so that profits feed into our Foundation – www.trueandfairfoundation.com – which will ensure we can continue being philanthropists and help heal communities.

Links:
http://www.thetimes.co.uk/article/why-too-many-funds-are-hedgingtheir-bets-jzvxgn632
https://next.ft.com/content/a9ee95cc-0711-11e6-9b51-0fb5e65703ce
http://www.telegraph.co.uk/business/2016/05/19/no-wonder-britain-isntsaving--scandalous-fees-and-obfuscation-h/