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Building long term wealth for our clients

As stockbroking is our key focus, we offer our clients fully researched portfolios and specialist skills tailored to their investment objectives.

No two people are alike, so why should their investments be? That’s why we foster a culture of independent thinking, giving investment managers complete freedom to offer objective, unbiased advice.  Dragon IM clients are treated as individuals and our investment managers are free to design bespoke portfolios for them using our market leading research tools.

Not all firms give their managers this flexibility preferring investment decisions to be made centrally for broad categories of clients. By keeping the decision making and responsibility at the front end of our business our clients know exactly who is looking after their money and can hold their investment manager directly accountable. It’s a big responsibility for the manager but it’s your money and we think you need to be dealing with someone who is up to the task.

Working with private clients, corporate clients, charities and pension funds our aim is simple – to build long term wealth and generate income for our clients based on their individual investment goals and aspirations.