Investment management
Looking to get more out of your money? Let us help. We will assess your financial goals to make sure your investments are giving you the returns you need.
Investment management
We work with individuals with £100,000 or more of investable assets.
Our mission is to bring high-end investment to hard-working people who want to look after their money and give it the best chance of lasting. Build, maintain and achieve with our smart investing.
When it comes to investing, the decisions you make should reflect your future. Because every person is different, we pride ourselves on delivering a service that is specifically tailored to you.
You may be starting your journey to smart investing or seeking advice about the investments you already have. Whatever position you’re in, we’re here to help.
We offer two types of investment packages:
What is investment management?
Investment management refers to the process of making decisions about your assets in an effort to build your wealth and fulfil your financial goals.
By devising a plan that outlines your wishes for the future, our team can advise you on the decisions you can make to get there. In a nutshell, you will be able to clearly see where your investments sit in relation to your goals.
Regular monitoring of your portfolio will enable you to make any changes you need to make to rebalance risks and returns.
Our holistic approach bridges the gap between those who need advice and people who just want to get closer to fulfilling their goals. By placing your desires at the heart of our work, we are not only helping you invest intelligently but guiding you closer to the future you see for yourself.
What is our
investment philosophy?
Our philosophy is a reaction to the stagnant investment strategies that larger advice firms have continued to push for the past 50 years.
Our team creates portfolios as individual as you are, unlike the large investment funds profiting from their products. We’re translating the financial sector’s language into simple and direct information.
We work with people every day to reduce the fear and stigma around investment management. Our team of advisers are equipped to help you make decisions that are informed, up-to-date, and in touch with your goals.
Frequently Asked Questions
Q: How much money do I need to start investing?
You don’t need much money to start investing. There is no rule that states you have to have a lot of wealth or be an expert to begin the process. Starting small is a great way to introduce yourself to investing.
Q: What are the four common forms of investing?
The four common forms of investing are:
- Stocks
- Bonds
- Real estate
- ETFs/mutual funds
Q: What are the five steps in the investment management process?
The five steps in the investment management process are as follows:
1. Set your goals: Have a clear idea of your objectives. Being able to identify the results you want to see will help you get an idea of the risks you are willing to take.
2. Balance your risks and returns: Your tolerance to risks should be taken into consideration. The assets you invest in can then be catered to your comfort level and you can get an idea of the returns you expect to receive in alignment with this.
3. Allocate your assets: You decide how the allocation of your assets will reflect the plans you have for your investments.
4. Create a diverse portfolio: There should be a balance of your assets to avoid overexposure to one area. If one asset takes a loss, this won’t have as much of an impact.
5. Rebalance and review: The performance of your investments should be monitored and reviewed regularly to ensure their performance is in alignment with your expectations: by doing this, efforts can be made to rebalance your portfolio in accordance with any changes in the market.
This information is not intended to be, and cannot be relied upon, as financial advice. Capital is at risk.
Our Services
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Book a review of your finances with a specialist financial planner. Alternatively, call us free on 0151 220 2619