Richard John Larner

CGWL is an active, long-term investor which offers clients an access to a wide range of portfolio building and management resources, supported by rigorous, robust and highly analytical investment process includes in-depth research, in-house resources and insights into local and international markets. The firm’s discretionary portfolios invest in individual stocks and bonds, and other alternative asset classes. They also invest in third party investment funds, for added diversification and access to a wide range of investment styles and strategies. CGWL provides a range of different investments, including securities, equities, funds, exchange-traded funds (ETFs), investment trusts, venture capital trusts (VCTs), enterprise investment schemes (EISs), alternatives, bonds and cash.

CGAM invests primarily in AIM-traded companies, which have the opportunity for significant value appreciation, and invests in smaller companies, which may not be readily accessible to private individuals, aiming to maximize distributions to shareholders from capital gains and income generated from the funds.

RBC Brewin Dolphin uses a research-driven investment approach tailored to the individual risk and restrictions profile of their clients. Their research is generated in-house, and they draw on expertise within the group's internal and external networks. The firm manages discretionary portfolios which seek to maximize shareholder wealth by investing in companies with strong growth potential. They seek capital appreciation from small companies and may invest in unlisted private firms.