This starts with a wide ranging discussion on your circumstances which enables us to form an accurate picture of your views on risk, income requirements, preferred base currency, tax and any other significant issues.
Once your specific needs have been established the investment strategy is agreed. It is then reviewed regularly to ensure that your needs are always being addressed.
Our clients include individuals, families, trusts and charities.
Portfolios are held in individual accounts (UK and Offshore), bespoke unit trusts and OEICs, SIPPs, ISAs and PEPs. All portfolio assets are held in our nominee accounts, in Edinburgh and Guernsey.
We also manage two authorised unit trusts, Thornhill Capital Trust and Thornhill American Trust.
Portfolio Services
