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Your wealth matters to us. With a structured and intelligent investment management philosophy, we are dedicated to growing your capital, while offering tailored investment solutions. Together, we can comprehensively accomplish your investment goals.
15 years in the making
As our client, you will benefit from our well-established investment philosophy. It is built around four key tenets that aim to produce superior results. We achieve this through research-based and risk-controlled strategies.
These four principles are:
Dedicated client care
Each strategy is created to meet your investment requirements, incorporating your objectives to foster a long-term, valued relationship.
Active and reactive management
Our aim is to increase value while considering prevailing investment conditions to manage asset allocation and fund selection.
Optimised risk and return
We use both quantitative and qualitative measures to control risk and ensure you are safeguarded every step of the way.
Transparent reporting
Our asset performance reports are clear and informed, and will ensure you are kept informed about your investments at every stage.
Our process
Stage 1: Informed ideas
Every successful strategy begins with strong and relevant ideas. Our concept generation begins with detailed and targeted research, formulated internally and gathered from trusted external research consultants.
Stage 2: Asset selection due diligence
After generating ideas, we review the applicable asset universe, covering all reasonable potential investments and filtering out any potentially undesirable characteristics. (Usually, only funds, ETFs, and investment trusts are applicable.)
- Initial investment due diligence – Review of fund structure and administration, currency, client suitability, underlying fund overview, leverage, and charges.
- Investment objective alignment assessment – Ensures that each strategy meets the overall investment objectives.
- Cost assessment – Selects the asset for the investment idea at the lowest cost.
- Concentration limits assessment – Guarantees no excessive concentration in one asset class, counterparty/fund manager, or underlying company, jurisdiction, equity, or bond.
- Liquidity assessments and restrictions – Evaluate all new investments for liquidity and availability, avoiding exposure to illiquid investments which may have an impact on the ability to sell when the time is right.
- Asset sale assessment – Creates a clear and detailed rationale on why the asset is being sold, and why cash is the preferred asset at the time.
In rare circumstances, due to market volatility or specific asset events, investment decisions may need to be made without the full asset selection process. If so, we have the agility to move quickly, and our CIO will exercise his discretion.
Stage 3: Adhering to potential restrictions
You may want us to adhere to certain restrictions. If so, we closely monitor your portfolio and tailor our allocations to ensure those constraints are being met at all times.
Stage 4: Applying an ESG overlay process
For portfolios with an environmental, social, and governance (ESG) mandate, the due diligence process will also include filtering potential investments against ESG criteria.
As a minimum, all new investments must apply ESG integration practices for collectives, and have a track record of sustainability reports for listed equities.
OUR APPROACH
What clients say
These video testimonials and our glowing reviews on VouchedFor, the UK’s leading independent review site for financial professionals, are evidence of the high standards we strive for.
Catherine and Paul
Pre/post-retirees wanting clear, trusted retirement planning
Keith and Ken
Professionals/business owners needing strategic financial and retirement advice
Stephen and Debbie
Retirees seeking proactive support and security
Simon and Michelle
High-earning professionals building and protecting family wealth
Nico
High-net-worth individual wanting stress-free, professionally managed investments
960%
would recommend us to family, friends, or work associates.
950%
believe working with us has helped or will help them achieve their financial objectives.
950%
are very satisfied that we understand their needs and objectives.
