Investment Philosophy

WE TAKE GREAT SATISFACTION IN PROVIDING OUR CLIENTS WITH A WEALTH MANAGEMENT SERVICE WITH CAPITAL PRESERVATION AT ITS VERY HEART

ASSET ALLOCATION
Academic studies demonstrate how asset allocation is the primary determinant of a portfolio’s return. Moreover, today’s financial climate is characterised by volatility, and therefore we need to be able to act quickly in changing asset allocations, perhaps to preserve capital or take profits. We construct portfolios using core ‘building block’ fund investments so that allocation shifts can be made easily and cost effectively.

ALTERNATIVE INVESTMENTS
Our portfolios incorporate various absolute return strategies which are generally less correlated to stock markets, improving the quality of the diversification profile. We are able to access many investments, some of which are funds usually only available to institutional investors.

WEATHERING THE STORM
Both our own ‘in-house’ funds and portfolio strategies have demonstrated the flexibility to weather the storm and generate returns that are less dependent on rising stock markets. Please contact your Financial Adviser for details of our historical performance figures. Please note past performance is not a guide to future returns.