Our investment approach
We offer three ways of investing your money with us, which are:
Based on your risk profile, a pre-approved generic portfolio will be constructed and monitored on a passive basis.
Based on your risk profile, a bespoke portfolio will be constructed from a pre-selected asset range and managed dynamically on an ongoing basis.
Full Discretionary Outsourced:
Based on your risk profile, a bespoke portfolio will be constructed from all appropriate assets and managed dynamically on an ongoing basis. This is outsourced to a qualifying fund management group or approved portfolio manager
The starting point of the process is to establish our clients’ goals and expectations.
Rigorous risk assessment
We assess clients’ risk profiles in order to choose appropriate solutions to meet their expectations with far greater precision.
It is important that clients understand what their risk score means and whether it accurately matches their true attitude to risk and loss.
Tailored asset allocation
Our portfolio construction tools produce risk-related asset allocations designed to provide maximum returns for any given level of risk.
We have access to hundreds of funds from ‘best in class’ fund managers and a range of investment products in which to house them.
Review, reporting and rebalancing
We constantly review the performance and investment stage and rebalance portfolios to meet clients’ expectations.