Whatever your goals, the investment advice you receive and the management of your portfolio should be based on knowing what matters to you.
What are your financial concerns and your investment objectives? What kind of timeframes do you have in mind? What are your income requirements? And, crucially, what is your attitude to risk?
The manager you entrust to preserve and grow your wealth needs to know all these important details and more. On the back of this, he or she is able to make the appropriate decision for you.
Our investment philosophy is underpinned by a core belief that your financial goals are unique and that your investment manager should have a thorough understanding of your individual circumstances.
Meeting your needs
We are not confined by a specific house investment style. This allows us to seek out a variety of attractive investment opportunities for you, always ensuring that they are appropriate for you.
Unlike other investment managers, we don’t subscribe to a one-size-fits-all approach. Your investment manager will take the time to understand your personal circumstances and, in view of your current, short-term and long-term requirements, construct a bespoke portfolio to meet your and your family’s needs.
Understanding your attitude to risk is crucial. Our internal review process ensures that the content of your portfolio responds to changing markets and your circumstances and continues to be in line with your risk appetite. We will work closely with you to understand any changes in outlook that you might have as your family circumstances develop.
Broadly speaking, we are conservative investors preferring readily realisable (liquid) assets that allow us to react swiftly to market conditions and your evolving needs. We understand that markets can and will change, so we remain flexible in our investment approach. But we are not wedded to any particular asset type or investment style; we need to adapt to achieve your objectives in a changing world.
We are one of the largest and most respected independently owned private client investment managers in the UK.
We have over a century’s experience in managing private client wealth. The family of our first -ever client remains a client today.
We have around £20.8 billion of funds under management and advice, the majority for private clients, as at 31 March 2019.
Capital at risk. The value of investments and the income from them can fall as well as rise and you may not receive back the original amount invested.