Cookie Policy

A cookie is a small file which asks permission to be placed on your computer's hard drive. Once you agree, the file is added and the cookie helps analyse web traffic or lets us know when you visit a particular site. Cookies allow web applications to respond to you as an individual. The web application can tailor its operations to your needs, likes and dislikes by gathering and remembering information about your preferences.

We use traffic log cookies to identify which pages are being used. This helps us analyse data about webpage traffic, which is used to tailor the experience to visitors’ needs, and improve our website. We only use this information for statistical analysis purposes and then the data is removed from the system.

Overall, cookies help us provide you with a better website by enabling us to monitor which pages are found useful and by whom. A cookie in no way gives us access to your computer or any information about you, other than the data you choose to share with us. Further information may be found at

You can choose to accept or decline cookies, and most web browsers now require users to make that choice. You can usually modify your browser setting to decline cookies if you prefer. This may, however, prevent you from taking full advantage of the website. The main types of cookies are explained below:

  • Required cookies are critical to the functionality of our websites, for example, to keep a user logged in to their account.
  • Functional cookies are used to track visitors to our websites, helping us understand how websites are being used and help us improve the experience for others.
  • Marketing cookies are used to track the number of people who click on third party links displayed in our websites, and provide statistical information.

Google Analytics

We may use Google analytics to help us understand how our websites are being used. It generates statistical information about website use by means of ‘cookies’ which are stored on users’ computers.

The information generated relating to our websites is used to create reports about the use of the website. Google stores this information. Google’s privacy policy is available at:


We would like to send you information about our firms, services and other relevant information, including invitations to events we feel may be of interest, and require your express consent for us to be able to do so.

Where this consent has been given, you have the right to ask us to stop contacting you for marketing purposes at any time. For existing clients, opting out of marketing will not change how we communicate with you in the course of delivering our agreed services.

Where a client chooses to opt out of marketing, this will not supress communications such as our periodic newsletter, because this forms part of our service proposition and contains important information, including updates from our Investment Committee and Regulatory team.

There may be occasions where we use real client scenarios to inform case studies used in our marketing material and literature, and any testimonials provided may be used for marketing purposes. Where we do so, we will endeavour to remove information which could identify individuals to a third party, but you may recognise your own circumstances in scenarios presented.