If you invest with Schroders, Brewin, Coutts, UBS or any of the national wealth managers, as an investor, does the boss know you exist?
Of course not!
Seth Godin uses this analogy “Small family farms have significantly higher yields than neighbouring farms that are much bigger. That’s because the individual farmer cares about every single stalk and frond, and the person with a lot of land is more focused on what they think of as the big picture.
As a small independent company, we care. We pay attention and focus on the long term, not the short term just to get promoted.
We have none of the structural problems of national wealth managers.
We are also free to say what we feel is right rather than adhering to company policy.
We also know you.
In the company balance sheet, they talk about funds under management, they don’t talk about how they care, how they help change lives, or how they empower adaptive competence for their clients.
When clients experience our service proposition, they wished they had found us sooner.
To find out more about us, set up an initial meeting here