Bespoke investment management

Throughout life, many of your financial priorities are likely to be about supporting your family. You may be looking to finance education or later life care, for example. Or perhaps it’s simply a case of being prepared if the worst were to happen.

Investment Management

With children and parents growing older and perhaps grandchildren on the way, your family’s situation may forever be in flux. And the investment landscape is no different - new products, changing regulations and often destabilising geopolitical events can occur at any time. A bespoke portfolio managed by an experienced investment team may help your finances go further, whatever your family situation and whatever the market environment.

Understanding your situation

Building an investment portfolio tailored to your needs is not a straightforward task. Our investment managers need to understand your aspirations for your family’s future. There are many factors that will be unique to you, which our investment managers will need to understand, such as:

  • Why you are investing - to protect, grow or draw income
  • How long you are looking to invest for
  • Your capacity for and attitude towards taking risk
  • How much you have to invest

Investments tailored to you

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.

We take a collegiate approach to research and your team can 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.

It is our belief that our people should have a real stake in the long-term success of the firm, as it brings continuity for our clients. 'I feel I know him and he knows me, rather than our relationship being one of rules, regulations, terms and conditions and box ticking,' one of our clients commented in a recent satisfaction survey.

Our team understands how important caring for your family is to you. Whatever your goals, we have specialists in all areas of investment management to construct the right portfolio for you and your loved ones.

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.