Investment Management

Our Approach

Managing your investments involves selecting, handling, and overseeing various aspects of your portfolio. We aim to achieve your goals in alignment with your risk tolerance and investment timeframe. Our approach includes:

• Operating nine portfolios across different styles, themes, and risk levels, providing a principled and strategic foundation for managing your assets.
• Constructing an investment strategy tailored to your preferences and goals.
• Arranging and implementing your investment portfolio.
• Ongoing monitoring of your investments to ensure performance meets expectations.
• Online access to portfolio valuations for transparency.
• Proactive advice and communication to keep you informed about your managed investments.

Advisory Management 

Our investment philosophy is based on the advisory management concept, where your adviser plays a key role in guiding your investment strategy. No transactions are made without your consent, ensuring your investments remain aligned with your plan and risk profile. This personalised approach ensures every decision is part of an ongoing wealth management plan.

Multi Asset Portfolios

We offer diversified multi-asset portfolios that balance equities, bonds, property, and commodities to optimise returns and manage risk. Our portfolios are designed to meet various objectives, with five distinct risk levels, from Defensive to Growth-focused, ensuring alignment with your risk tolerance.

We use both Active and Passive management styles, adapting to market conditions, and offer Conventional, Sustainable, and Ethical themes for clients looking to align investments with their values.