Client Dashboard
§ Snapshot
Valued 23 Apr 2026 · 17:00 BST
Portfolio Value
£4.82m
+2.4% QoQ
YTD Return
+11.7%
vs. benchmark +7.9%
Net Contributions
£320k
Last 12 months
Advisory Fee (Annualised)
0.85%
All-in
§ Upcoming
Eleanor Whitmore · CIO
Priya Raman · Wealth Advisory
Marcus Delacroix · Private Equity