Investment Management Services
Our overriding investment philosophy is that portfolios should be built with a medium to long-term view and constructed on the foundations of astute risk management and traditional values. Our services encompass;
Discretionary Investment Management
Our team of experienced Portfolio Managers are able to provide a discretionary service to private individuals, families or trusts. In structuring a bespoke portfolio of mainly direct investments, care is taken in understanding your investment needs and attitude to risk so that a well-defined strategy with a focus on risk management can be established and maintained.
Your dedicated Portfolio Manager will be your point of contact and someone with whom you can maintain an open dialogue. Assisted with outstanding analytical support, the team has a consistent track record of wealth preservation.
Portfolio of Funds Management
This offering is also available to private individuals, families or trusts. The investment strategy of this service is to build your portfolio using a diverse range of funds covering a variety of asset classes, rather than direct holdings.
Alongside the analytical research, our key role is to understand the strengths of the underlying fund managers who will ultimately make up the portfolio. In this area our lead manager is experienced and proven.
Whilst the investment process has changed, the approach to relationship management remains the same as you will have a dedicated Portfolio Manager constantly appraising themselves of your investment requirements and focused on delivering a strategy aligned to those needs.