Our investment style is to focus on delivering strong and consistent risk adjusted returns over time to our clients.
What distinguishes us from many of our peers is that our investment philosophy gives equal priority to the management of risk as it does to management of returns. We take a dynamic, high conviction and active approach to asset allocation, investing capital when it is compelling to do so, not because we have to track a particular benchmark. Our aim is to provide clients with a more dynamic approach to investment management predicated on both protecting and enhancing their wealth.
Our clients have a choice of investment services which are described below. Each service includes administration, custody and comprehensive reporting services providing clients with clear visibility over their portfolio.
Discretionary Portfolio Management
For clients who wish to appoint us to make the day-to-day investment decisions on their behalf and to manage an investment portfolio based on their personal investment needs.
From the outset we will work closely with you and, if relevant, your advisors to fully understand your aspirations, financial circumstances, investment objectives and overall risk profile as well as any investment preferences and any restrictions you may have. We then construct an investment strategy tailored to your specific requirements and objectives. Our Investment Managers will actively manage your investment portfolio in line with the agreed investment strategy, adjusting it in response to changes in the market, economy and your personal circumstances.
For clients who require a greater level of collaboration, or prefer to be more ‘hands on’ when making their own investment decisions.
We draw on collective experience and resources to offer advice and guidance which is in line with your aspirations, financial circumstances, investment objectives and overall risk profile. It isn’t a case of us dictating a party line. Instead, we leverage all our expertise and passion for investing so we can have proper, thought-provoking discussions with you around investment ideas and the general market outlook. But ultimately you take responsibility for managing your own investment portfolio.
A rapidly changing world presents many opportunities but inevitably it also presents significant challenges as well. In this environment there is an ever greater need to protect and enhance wealth. Our clients approach us for many different reasons, whether their requirements may be complex, they may need sophisticated solutions, or a desire to leave a legacy. Each client is different which is why our services are specifically created to support our client’s unique requirements. We view our clients as partners and have the knowledge, experience and capability to help them make informed decisions in a timely manner.
Our clients include Private Investors, Trustees, Charities, Family Offices and Institutional Investors.
Our clients approach us for many different reasons but before we invest any of your capital, we need to get to know you. We need to understand what’s important to you, what your objectives and aspirations are and what you are looking to achieve with your investments.