It has become too common to think of investment management strategies in neat groupings – ‘income’, ‘balanced’, ‘growth’, ‘aggressive growth’, often based on little more than a client’s age. We build portfolios based on clients’ risk tolerance with holdings that deliver the appropriate return. Each portfolio will be constructed in consultation with an adviser taking into account the individual investment needs of each client.
We can provide asset management within a variety of wrappers, such as ISAs, SIPPs, investment bonds and traditional investment accounts. We do not rely on model portfolios, and our size allows us to run genuinely bespoke accounts.
We believe in keeping our clients informed of the investment rationale behind any changes in a portfolio, allowing its progress to be monitored at all times. We keep all our clients up to date on the wider investment landscape to allow greater insight into the way assets are being managed.