What We Do

Speirs & Jeffrey provides discretionary and advisory investment management services to a wide range of clients, families, trusts, charities and pension funds.

We offer a bespoke service based on having a thorough understanding of our clients’ needs. Each client receives individual attention from his or her own experienced investment manager. We have many long standing clients and building lasting relationships with our clients is central to our long term success.

We have a traditional, cautious approach to investing our clients' money – we do so as if it were our own. We do not buy what we don't understand and we invest for the long term. We are receptive to new ideas but always seek to ensure that these are sufficiently robust to stand the test of time.

This cautious approach is supported by a modern and thorough research process. Morning research meetings are held involving our Directors, investment managers and research team. These ensure that a wide range of views are heard and debated vigorously.

Whilst it would be unnatural for all our investment managers to share exactly the same views, a comprehensive peer review process means portfolios are constructed in a controlled manner ensuring a cohesive approach.

To avoid any potential conflicts of interest we do not operate or market any in-house funds. As far as possible, we do not sub contract responsibility for administration functions – the buck stops with us.

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S&J advises upon funds for clients in excess of £5.5bn.