We are proud to announce the launch of our new discretionary Managed Portfolio Service. The diversified and generalist portfolio will leverage the experience and expertise of our investment team to select the most promising companies that have passed through our due diligence process.

The service goes live at the same time as many of the larger funds have begun to announce full capacity, thereby offering a compelling solution for investors and advisers still looking to commit funds prior to the Tax Year end on 5th April.

The new portfolio service boasts a heavy-hitting Investment Committee, with over 100 years of combined investment experience between them, across the whole gamut of the retail and corporate investment sector. As well as Daniel Rodwell, our Managing Director, the Investment Committee includes Mark Brownridge (ex Head of R&D at Mazars) Graeme Stenson (ex Coutts, Kleinwort Benson)  and Stuart Jeffrey an experienced corporate financier. The Service will be managed by Sapphire Capital Partners, under the Investment Direction of Boyd Carson, who has over 30 years’ investment experience and recently took home 2 EISA awards.

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