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Our focus is on providing risk-adjusted returns for all types of portfolio. In order to achieve these we seek diversification through investment in all asset classes (ranging from cash, fixed interest, equities & property to the alternative classes of commodities, private equity and hedge funds) and high returns through selection of the best managers and investment vehicles (including unit trusts, investment trusts, direct, structured and specialist investment companies).
At outset one of our specialist investment managers will meet with you to examine your current investment position before undertaking a detailed portfolio proposal. The portfolio, which will be as individual as you or your situation requires, will provide exposure to the best companies, managers and specialist investment companies identified by our investment management system.
Once the mandate is confirmed it will be implemented at a rate agreed between you and your portfolio manager and will be actively managed to your agreed mandate. We provide formal quarterly reports on each portfolio and daily valuations on-line via our secure login area. We would seek to meet you annually for review and encourage contact between you and your investment team in the interim.
