Bespoke investment management
If you've just been through a divorce, it’s likely that your financial circumstances and commitments have shifted. After experiencing a period of change, it’s usually a good idea to reassess your financial situation and more specifically your investment approach. Expert guidance may help you find the right investment strategy to achieve your goals.
Understanding your situation
Building an investment portfolio tailored to your needs is not a straightforward task. There are many factors that will be unique to you, which our investment managers will need to understand, such as:
- What your objectives are - to protect, grow or draw income from your wealth
- How much you have to invest
- How long you are planning to invest for
- Your capacity for and attitude towards taking risk
Investments tailored to you
At Smith & Williamson we're experienced in helping people move on with their financial lives after a divorce settlement.
Your investment team will have the experience and knowledge to invest directly into stocks and bonds, using the full range of modern portfolio tools. We remain agnostic between direct investments, investment trusts, passive investments and funds, considering instead the merits and suitability for you and your family’s needs.
By taking a collegiate approach to research your team is able to leverage the depth of expertise from across the firm. Each investment manager has the opportunity to contribute to the in-house research process. This helps avoid a narrow ‘silo based’ investment mentality, and ensures that recommendations are suitable for inclusion in your portfolio.
One of our clients commented in a recent satisfaction survey: "I greatly appreciated the care and integrity which my investment manager has brought to looking after my interests and in beginning to educate me in a previously unfamiliar world."
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.