Investment Advice and Wealth Management
We believe that the first step to effective investment management is not product focussed. First of all, we must obtain a clear picture of your objectives, for example whether income, capital growth or both is required. We must also determine time periods involved and the level of investment risk that you are happy to take. We must also consider the taxation consequences of various investments and the most tax efficient structure for your particular circumstances. Once we are satisfied that we have a total understanding of the above, we can start to select suitable products and investments.
Typically, there are five asset classes within our portfolios:
- Fixed Interest
- UK Equity
- International Equity
- Hedge funds & Alternatives
- Property
We recognise that no single investment house can be pre-eminent in every area of investment all of the time. By investing in a portfolio of funds from some of the worlds leading investment managers, we can give clients efficient access to these vehicles, combining attractive performance opportunities with strong risk disciplines.
