We’ll help you make the most of your money with a robust investment management solution that’s tailored to your needs.
Investment management means investing and managing your money on your behalf in a way that suits your needs, goals and attitude to risk. It isn’t simply a matter of buying an off-the-shelf portfolio and forgetting about it. Bespoke investment management is about creating a personalised portfolio that works for you, is robust enough to deliver performance over the long term, and adapts to your changing requirements.
Our investment managers start by getting to know you – your ambitions, your attitude to risk, and what you want your money to do for you. Based on this information, they’ll build a diversified investment portfolio that is tailored to your individual circumstances. They’ll tap into the know-how of our in-house Research team to choose investments that not only suit your needs, but are also expected to perform well in the prevailing market and economic conditions. They will continually monitor your portfolio, responding quickly and decisively to market movements and ensuring it meets your needs over time.
Financial advice is much broader than investment management advice. A financial adviser will look at the bigger picture and help you understand how to meet your goals and protect yourself against the unexpected. They can help you plan for life events, including funding retirement, saving for school fees, making the most of an inheritance, or passing on a tax-efficient legacy to the next generation.
Investment management is focused on the selection and monitoring of investments within a portfolio. However, those investments will have been chosen to help you meet the goals you’ve discussed with your financial adviser, so there is some overlap. That’s why we provide an integrated wealth management solution that combines the benefits of both our financial planning and investment management expertise.
Choosing the right investment manager is about more than simply assessing their skills and experience. It’s also about finding someone who you trust and who understands you. That’s why we place personal relationships at the heart of everything we do.
Different asset classes, sectors, and geographies each bring with them different risks and opportunities. Spreading your money across a range of investments – including shares, bonds, cash and property – allows you to harness these opportunities while managing risks. For example, if one part of your portfolio isn’t performing well during current circumstances, the other investments might compensate for losses and smooth overall performance.
We can help you build a diversified portfolio that’s tailored to your individual needs. We can also rebalance your portfolio to ensure it continues to reflect your needs over the longer term.