Portfolio Management

A disciplined international approach to diversification and asset allocation...

Clients need to accumulate and manage funds within the National and International regulated environment. They need their managed funds to achieve agreed goals over the medium and long term and require real growth with as little volatility as possible. This may be described as a cash plus inflation return or to aim to beat international indexes with lower volatility.

We believe this is possible in the medium to long term and our primary portfolio managers have a proven history of achieving such results. Each of our member's risk profile is defined and the appropriate portfolio set to match that risk profile. Our portfolio managers continue to match risk profiles very accurately because of their disciplined, international approach to diversification and asset allocation.

Whilst we believe that a client’s core portfolio should be fully managed, some wish to take advantage of different management styles or particular assets in the hope of a short term gain. Our administrative structure brings together your main portfolio management and any thematic requirements.

Administering your Portfolio

Our administration system gives access to hundreds of the best funds of investment houses around the world, to satisfy any thematic or individual investment requirements. Chosen funds can benefit from the tax advantages of ISA, pension and bond rules etc through the one administration structure.

Your final regulated investment portfolio could look something like: