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Introducing an active, multi-asset approach to investing. Over the long term, this method typically provides better capital protection and risk-adjusted returns. Our approach to diversification removes the constraints associated with the more traditional method of simply blending equities and bonds.
Asset allocation
As your investment managers, we are less concerned by short-term headlines and more interested in the longer-term risks and opportunities for your portfolios. This is thanks to our deep understanding of the fundamental and technical aspects of each investment opportunity.
Our opportunity set covers nine asset classes. These are categorised into three key investment styles: growth, protection, and real assets.
By partnering with some of the world’s leading research houses, we have incorporated institutional-strength economic, investment and fund research into our process. Our investment committee then debates each of our in-house investment ideas.
Opportunity set
Portfolio construction
When constructing a portfolio, we first determine your upper and lower risk limits. These limits determine both the types of assets that will be selected, and the proportion they will account for in your portfolio.
We conduct extensive research and monitoring of the assets are extensively researched and monitored, and employ a comprehensive due diligence process.
We then carry out stress tests on the portfolio using our risk management system, IPS ART, and monitor how closely it complies with its risk profile.
Investment strategies
By combining our institutional and private client experience, we provide genuinely diversified investment strategies with institutional investment standards. Where appropriate, we add investments to core portfolios to enhance your returns.
Our investment strategies are available in a range of risk levels depending on your need and tolerance. Each strategy can be modified to take into account any preferences or exclusions needed to incorporate bigger-picture planning or tax considerations. Our strategies are also available in a range of currencies.
Shown here is an example of our strategies that include, but are not limited to, Cash Management, Conservative, Progressive, and Equity.
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.
