Details.
A discretionary portfolio service offering a carefully constructed blend of high-quality bond and cash investments, actively managed by investment specialists. Designed for clients seeking capital preservation, liquidity and potential competitive returns without taking unnecessary risk. Suitable for individuals holding significant cash balances, corporates and charities seeking prudent cash management, entrepreneurs following a business exit, and clients with short- to medium-term liabilities. The portfolio may include cash, Treasury Bills, money market funds, high-quality short-dated bonds, gilts, and supranational, sub-sovereign and agency bonds. Investments remain at risk and may fall in value.
