Discretionary Portfolio Management

A Straightforward Approach To Investing

As impartial, high conviction and active managers we are focused on producing consistent performance within clearly defined risk parameters across our multi-manager discretionary portfolio management service.

Through our extensive resources and network of offices we are able to combine global investment expertise with a local presence to provide you with the service you require, without compromising the institutional quality of our investment services. Our rigorous, top-down investment process is agreed through a series of investment committees, incorporating asset allocation, fund selection, stock selection, fixed income, currency strategy and alternative asset class views. From this comes a coherent investment policy which is then brought together by your dedicated portfolio manager and maintained by the performance review committee to reflect your clients’ needs.

Our experienced multi-manager team provides access to a wealth of investment opportunities, including our longstanding use of alternative asset classes. Coupled with integrated risk management procedures the process is designed to ensure our investment views are consistent with your clients’ investment objective(s) and aim to keep downside risk to a minimum.

Discretionary Service

Our discretionary service is highly flexible and brings the full capabilities of our experience and expertise to your portfolio. Flexibility is important in volatile markets where the need for investment changes is time-critical. This service means we can respond quickly to meet your objectives, whilst always ensuring we are equally pro-active with our communication to you.

We like to understand your circumstances and aspirations before tailoring a portfolio to meet your specific objectives and risk profile, taking day-to-day responsibility for the management of the assets. Valuations can be produced at any time and we are available to discuss your portfolio at any point.

This service is based on trust and transparency. We are always proactive in pursuit of your investment objectives while seeking to preserve value in falling markets.

Important Information

Investment means that your capital is at risk and the value of investments can fall, therefore you may get back less than you invested.Past performance is no guide to future performance. There is no guarantee that the tax efficient nature of any investment will remain.

Your capital is at risk and the value of investments can fall, therefore you may get back less than you invested.