Cultivating assets

Investment Process

• We operate a series of risk-rated portfolios, from which we build the clients’ portfolio. The starting point is to recommend a high-level asset allocation strategy, in line with the objectives and risk profile.

• The next stage is to select investment funds in each asset class to provide the exposure in each area, bearing in mind investment objectives. Due to our independence, we review the whole of the market to seek the best options, free from bias or vested interests, and can draw on many different investment managers’ specialist expertise.

• Each fund is reviewed on a performance and risk-adjusted basis within its sector, and to ensure that funds are chosen with complementary holdings and strategies. This allows access to different subsectors - e.g. large, medium and small UK companies - and helps to avoid overlap of holdings across different funds.

 

quote-leftdiligent hands bring wealthquote-right