OUR INVESTMENT
PROPOSITION
This website outlines the investment proposition that we have put in place for our clients. It is a proposition that we believe can add significant value to an individual’s investment portfolio.
We have confidence in this process as we involve widely acknowledged expert organisations to carry out all of the vital aspects of the management of our clients’ investment portfolios.
We have put in place an investment proposition which involves active monitoring, regular fund selection and automatic rebalancing carried out by some outstanding organisations, the use of which we believe will deliver real benefits for our clients.
The process is designed to allow us to ensure that your investment portfolios continue to be managed in accordance with your agreed investment strategies and your tolerance for risk.
The relationships we have developed with our many strategic partners allow us to deliver an investment process that is eminently suitable for our clients.
We will undertake a full assessment of your current needs and circumstances to ensure our investment proposition is right for you.
RISK QUESTIONNAIRE
You are asked to complete a short risk questionnaire, either as part of the completion of our Personal Questionnaire or separately.
RISK RATED PORTFOLIO OR DISCRETIONARY FUND MANAGEMENT
PASSIVE
ishares
A portfolio of ETFs
Blended to asset allocation
Returns to match indices
0% AMC
Stakeholder compliant wrap
ACTIVE
OBSR
A portfolio of OEICs
Blended to asset allocation
Potential returns above benchmark
Diversification
Free rebalancing
Flexibility
Professional review
DISCRETIONARY & MULTI-MANAGER
Daily management of top quality managers
Combined to match asset allocation
Tax free rebalancing within funds
Administration free rebalancing