The Partners and staff would like to wish all our clients, intermediaries, and prospective clients a happy and successful 2025.
It was another reasonably strong year for markets, full commentary to follow in your quarterly valuation pack. We judge ourselves on how we perform relative to markets and the amount of risk we employ, with one eye on how we compare to our peers. In that respect, once again, it was a healthy year for returns, with twelve of our thirteen core strategies outperforming our peer group as measured against the ARC PCI indices. The firm continues to grow with our assets under management now approaching £1 billion.
As I wrote last year, we established IPS Wealth to provide broad financial planning services to our clients. The service led by Anne McClean and her team is growing. Lucy Chahil and Nicky Horner, two highly experienced financial planning professionals, have joined in the last year. In addition, we acquired Greenwood Financial Planning LLP (Greenwood), a Saffron Walden based business, who provide the same kind of advisory services to their clients. The recent change in government and the stance change towards the likes of pensions, means that this service will only become more relevant and valuable to our UK clients.
Indeed in recognition of this success, Anne was made up to Partner in October and Mike Passfield, a Partner of Greenwood, has also joined the IPS Partnership Team.
Delivering a well-rounded investment management and planning service to our clients is the firm’s objective. We want to know how we can improve and to this end will be issuing a short survey in the first quarter of the year to our clients. Your feedback at that time would be much appreciated.
Thank you again to all our clients and those intermediaries who have supported us over the year.
With kind regards
Jonathan Blain
Managing Partner
The value of investments may fall as well as rise and you may not get back all capital invested. Past Performance is not a guide to future performance and should not be relied upon. Nothing in this article should be read as or constitutes investment advice.