Investment strategy
Recent history has shown that it is more important than ever to give serious consideration to the macro-economic and geo-political drivers of the financial markets in which we invest on behalf of our clients.
Every month Brewin Dolphin’s strategists meet with other members of the research department and a select group of investment managers to review the existing investment environment and to formulate strategy for the coming months.
Led by Chief Strategist, Mike Lenhoff, Brewin Dolphin’s strategists monitor the relative merits of asset classes such as equities, bonds, property and alternative investments. Identifying the differences in economic, corporate, political and demographic trends in geographical regions provides the asset allocation framework for managing our clients’ portfolios.
Our Asset Allocation Committee meets monthly and is comprised of specialists from across the business including strategists and analysts from our Research team and select Investment Managers.