Wealth Management

Portfolio Management

We have a consistent track record of out performing our benchmarks… learn why.
Top 100 Financial Advisers Members 2020

Currently we manage six model investment strategies aimed at medium to long term investors who seek capital growth and income from a portfolio of leading investment funds. There are a wide range of asset classes across global markets available to investors. Our portfolios bring together a diversity of equities, fixed interest securities, currencies, commercial property and other assets.

The global balance of investment across differing asset classes is a primary driver of portfolio return and enhanced security.

Individual investments and the asset class they represent are combined into a risk rated model investment portfolio. Our aim is to optimise the asset allocation to achieve the highest expected level of return for a given level of risk. We use the historical rate of return of each portfolio and volatility for each asset class to predict the portfolio’s anticipated average annual return and the range of volatility that the portfolio could experience.

Reviews

Working alongside our investment research partners Square Mile and Rayner Spencer Mills our investment portfolios are updated and published four times a year. It is from these selections that we build our successful investment, trust fund and pension fund portfolios.

Research

Square Mile and Rayner Spencer Mills offer independent research across the investment market to enable them to recommend the most appropriate funds for our portfolios.

Their experienced teams spend their time researching, analysing and assessing funds and their managers to understand exactly what each fund is trying to achieve, thus seeking to establish how the funds meet their objectives through differing market and economic cycles.

They work in the heart of the fund management community, meeting with fund managers regularly throughout the year to ascertain how they believe their funds will perform. They do not expect that a fund will meet its objectives through all market cycles but that a manager will deliver their objectives over the longer term.

To identify the right investments, they undertake in-depth research to scrutinise each fund. This extensive fund research process provides a distinctive edge in portfolio construction.

Investment Trust

In addition to our six model portfolio we now offer an Investment Trust portfolio, suitable for those clients who are comfortable taking a higher degree of risk with a proportion of their overall wealth.

Investment trusts have been around for over 150 years. That’s because they combine lots of the advantages of funds (unit trusts and OEICs), with some unique features that can boost long-term performance.

Ethical and ESG

Is now the time to consider an Ethical or ESG Sustainable investment strategy?

Sustainability and fair opportunity have led to investors pursuing the concept of a healthy balance between investment returns and the long-term preservation of our natural resources and the respectful treatment of labour and equality.

Socially responsible investment (SRI) and the use of Environmental, Social and Governance (ESG) investment criteria to guide investments has moved into the investment mainstream. There is now overwhelming evidence that sustainable investment can deliver comparable returns with traditional investments and also offer opportunities for outperformance based on reduced risk.

Many private investors want a more active, objective driven approach. There is a realisation that ESG focused investments are not just philanthropic but a way to future proofing your investments where performance need not be compromised.

We are able to offer two portfolios which have a positive approach to ethical and sustainable investment. This is achieved by integrating environmental, social and governance (ESG) considerations into the investment processes.