Our discretionary fund management service lies at the heart of our investment services. Clients’ that require active management are cared for by a team of investment professionals anticipating and responding to markets in a timely and appropriate manner. A wide range of economic data and trends are continually monitored. From this, the investment team develop a prognosis for all major investment markets. This in turn leads to the determination of asset allocation models designed to match a wide range of risk profiles from low to high.
We take full advantage of being large enough to benefit from economies of scale but small enough to provide a highly proactive approach to asset allocation, to a degree which much larger institutions are rarely able to match, whether this be to minimise or embrace risk. Maintaining a suitably balanced and diversified portfolio positioned to anticipate fast moving markets is key, whether a client’s objective is preservation or accumulation of assets.
Through a secure, password-protected area of our website, clients can view their investment portfolios on a customised platform. We do not believe the primary measure of performance should be benchmarked by major market indices such as the FTSE 100 index. It is no consolation to know that a portfolio has outperformed an index when that index is itself falling. Accordingly, at an initial meeting we will discuss and agree with our clients target returns and suitable benchmarks, ensuring that the client fully understands the risk implications in any particular strategy.
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