Tried and tested
In 1987, Karel Jacobs joined Richard Allen at a well-known financial brokerage in the City – both grew
aspirations to build a business that genuinely placed the client at its centre, with their goals and
objectives always the priority.
Fast-forward to 2001 and Karel and Richard rented an office on the 5th floor in Dover Street, London and
started together with an assistant each with an aim to build a business different from the norm: financial
advice and investment didn’t need to be laden with jargon, over-complicated theories or rigid thinking.
And that approach has been tried and tested since 2001: our clients’ investment portfolios have a track
record dating back to 2001 and we have back-tested our investment strategies to 1990.