Baron & Grant Investment Management Limited

we are specialists in managing investment trust focused portfolios which are complemented by a carefully selected range of exchange-traded funds (etfs). this approach is different to the vast majority of investment or wealth managers who run portfolios consisting in large part of direct equities and/or other forms of collective funds such as unit trusts and open-ended investment companies (oeics). such funds on average have been shown to underperform investment trusts. we provide financial planning, advice and discretionary investment management services to individuals (including isas, jisas & gias), companies, pension schemes (including sipp & ssas), trusts and charities. we offer leading expertise and pride ourselves on providing clients with exceptional levels of personal service. we founded baron & grant to harness the many advantages of investment trusts for the benefit of our clients. a track record of outperformance, a bespoke service and portfolios tailored to individual c