Your goals are our priority
Today’s financial markets are increasingly complex and often highly volatile, making it difficult to differentiate between short-term fluctuations and longer-term trends. Even those with expertise often lack the time and emotional distance needed to manage their own investments. For these reasons, you may find it beneficial to have your investments managed on a discretionary basis by a professional team who understands what your aims and concerns are.
Focusing on your objectives
We are independent and believe in flexibility, not 'out of the box' solutions. We also believe it is as important to ensure the portfolio is efficiently structured as it is to select the appropriate investments within it.
Our team-based approach focuses on understanding your objectives and generating the best after-tax returns given your acceptable level of risk. We consider how much risk you are comfortable with taking over not only the long term but also the short term.
In creating your portfolio, we will take into account the wider picture. This may include your family and tax situations, where you are resident or domiciled, and any income required. We will also consider your property and other assets to determine whether your overall exposures to the various asset classes, regions and currencies are in line with your personal risk profile.
For charities, the considerations are quite different, but our approach to understanding what is important and managing the investments accordingly is exactly the same.
