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Good evening, Anna.

§ Snapshot

Account at a glance.

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

Your calendar.

All reports
29 Apr 202614:00 BST

Quarterly Portfolio Review

Eleanor Whitmore · CIO

12 May 202610:30 BST

Tax & Estate Planning Session

Priya Raman · Wealth Advisory

03 Jun 202616:00 BST

Private Equity Co-Investment Briefing

Marcus Delacroix · Private Equity