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INVESTMENT ADVICE

PRESERVATION & GROWTH

STRATEGIC LONG-TERM OUTLOOK

Whether compounded over many generations or created in recent years, most people want to protect their wealth.
That is why we give equal importance to wealth preservation as we do to investment growth.

Investment Advice is a core part of our Wealth Management services. Our highly experienced team is dedicated to ensuring your money is in good hands.

They are supported by our Investment Committee who bring additional knowledge and insight gained over decades of investment and financial services experience.

INVESTMENT ADVICE

Selecting the right investment managers can be a considerable undertaking given the size of the available investment universe. We analyse and research every investment manager in detail before adding them to our panel. This includes meeting the manager and conducting in-depth analysis in respect of returns and costs. We are always mindful of the cost of investing, given the drag of high costs on investment returns.

ASSET ALLOCATION

The largest single driver of returns is in asset allocation. This is the process of dividing investments among different asset classes such as stocks, bonds and cash to manage risk and optimise returns. Market timing and stock selection play a far smaller part in the level of returns.

The active investment managers selected for our panel focus primarily on asset allocation within their funds, taking long-term macro views and making shorter term opportunistic changes as required.

INVESTMENT COMMITTEE

Our highly experienced Investment Committee meets regularly to ensure that our clients have all the right investment options available to them. The Committee is responsible for reviewing our panel of investment managers and ensuring that they continue to perform and manage investments in the way we are expecting.

investment committee

SECOND OPINION SERVICE

Please speak to us if you have been alerted to an investment opportunity that sounds ‘too good to be true’. We are happy to provide our initial feedback on its apparent merits.

Should you wish to receive a more comprehensive analysis of the investment in the context of your current risk assessment and portfolio, we can then address that as a separate project.

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