Portfolio building is a long-term commitment and we believe it is vital to build strong relationships with our clients as it is your future we are dealing with. Our approach is to be transparent at every stage of the investment process.
Our investment managers are experienced and highly skilled with City of London backgrounds. They will help you identify your needs and will assess your risk profile before advising you of the best course of action.
We offer:
- A Discretionary Management Service tailored to your individual needs;
- Direct access with a qualified and experienced investment manager;
- Simplified administration and dedicated support;
- Free nominee custodianship of assets;
- Full and transparent reporting of investments either half yearly or quarterly;
- Ad-hoc valuations and statements on request;
- End of tax year reporting to assist with the completion of tax returns
- Periodic meetings and reviews.
We provide investment expertise for:
- Private clients
- First-time investors
- Trusts
- Pre & post retirement
- Charities
- Existing investment portfolios
- Pension funds (SIPPs)
- ISAs
How we manage investments
This begins with a clear understanding of your circumstances, tolerance to risk and agreed investment objectives. Your investment manager will then formulate a suitable strategy following principles core to our management process.
We will consider the range of investable asset classes (e.g. fixed interest, equities, commodities and property) to provide the overall framework of portfolios. It is inevitable that all portfolios, at some stage, will need to be rebalanced to take account of any external influencing factors. Our dynamic asset allocation process, with its sharp focus on valuation, allows us to anticipate necessary portfolio changes and be particularly responsive to macro-economic and geo-political events.
Individual investment selection
A stringent screening process enables us to identify only the most appropriate investments for our clients. We utilise direct investments alongside a wide range of collectives. We provide a gateway to a range of excellent managers and funds with a concentration on genuine stock picking styles. We meet with fund managers and company managers on a regular basis.
On-going management
Having established a portfolio, the final stage of the investment process involves the on-going monitoring of both asset allocation and individual investment selection. We maintain this disciplined approach with the aim of achieving strong and consistent risk adjusted returns over the medium and longer term.
If you would like to speak with one of our investment managers, call now on 01404 541 922.
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Vince Hawkes MCSI
Chartered Wealth Manager
Nick Wills
Chartered Wealth Manager
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