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Investment Management

Investment Management

You may benefit from our discretionary investment management services.

This allows our investment management team to monitor your portfolio on a continual basis. They will ensure that the asset allocation and the underlying investments in your portfolio remain appropriate to meet your requirements and to match your attitude to risk.

Our client portfolios typically use up to 30 “best of breed” fund managers. We have hundreds of fund manager meetings every year and use sophisticated technology to ensure that the funds our clients hold are those that we believe are best equipped to do well. We also monitor how funds complement each other so that the funds we hold work together rather than duplicating exposure, and risk, to a certain investment style or sector.

Our discretionary approach means we can offer free advice on everything from property finance to pensions and foreign investments.