Beyond One Side Fits All
Every portfolio we build begins with you, your ambitions, your commitments, and your vision for the future.
The Philosophy. Person over Products.
Conventional investment management focuses first on the investment, second on the person investing. However, a portfolio is a means to achieving your particular goals, and one size does not fit all. We believe your portfolio should be as individual as you are.
The Method. How we tailor it.
We consider a whole spectrum of factors, including your financial situation, your objectives, your appetite for risk, your relationships and commitments, timescales and how much control you want to maintain. We then apply deep market insight, state-of-the-art technology and the strictest investment criteria to marry these considerations to the asset classes, sectors, equities and funds best placed to achieve your goals.
The Delivery. Bespoke or Model Portfolios
If you choose a fully bespoke portfolio we’ll select each investment for you, or alternatively we can determine if one of our model portfolios might fit your requirements. In managing your portfolio we combine rigorous processes with a human touch, reviewing your investment risk regularly and remaining ready to flex as your requirements change.
How we work with you
Stage One
Understand your requirements
Stage Two
Agree your objectives
Stage Three
Recommend investments
Stage Four
Implement agreed strategy
Stage Five
Review and report on your portfolio
How we invest for you
Manage risk
Using technical software and our expertise.
Consider research
From internal and external specialists, macroeconomic input, fund manager meetings, industry reviews.
Develop overall strategic asset allocation
Efficiently risk targeting sectors, markets and types of securities to your objectives.
Apply tactical asset allocations
Dynamically managing individual investments to achieve the strategic goal.