How We Approach Investment
Combining sound, impartial financial advice, our carefully planning approach to investment helps us to fuel your ongoing success and security.
Evolving in line with investor preferences
As an independent provider of investment solutions the success of our firm is heavily correlated with the success of our clients. We believe that investor preferences are beginning to demand a closer attention to their unique circumstance as they seek outcomes more relevant to their predefined investment expectations.
In keeping with these demands, we understand the importance of establishing an in-depth picture of the reasons for investment and the factors that ultimately determine success. Working closely together as client and adviser, a client investment profile (CIP) is established based on a number of factors that consider any existing investment plans, present and future income capabilities, lifestyle choices, investment horizon and taxation liabilities, to name only a few.
Using the CIP as the starting point for all investment decisions, our specialist will begin to develop a series of plans to provide you with a vision of how the future will look. By providing a number of strategies, each with differing milestones, you are ultimately left with the decision on which path to take.
Direct access to our expertise
We believe that by providing direct access to some of the best minds the financial industry has to offer, our clients receive first-hand reflections and practical advice targeted towards their specific needs. Individually, our specialists provide this advantage. Collectively as a team, our specialist develop comprehensive strategies to address client specific investment requirements under a predefined level of tolerance in pursuit of return expectations over a given investment horizon.
Whilst our approach utilizes a number of tried and tested investment techniques, we do not follow what was once considered to be 'modern' portfolio theory. Instead we adopt a more contemporary portfolio management theory that has the flexibility to incorporate a thematic and alternative approach to strategic asset allocation. In this way, portfolios are constructed and managed in accordance with the wishes of each client.