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In addition to bespoke consulting services, we offer clients an array of managed investment strategies. These cater for a broad range of investment return requirements and risk considerations.
The team’s in-house capabilities span both traditional and alternative asset classes, from across multiple jurisdictions. Asset allocation is typically diversified across a range of asset classes using predominantly listed securities such as equities, bonds and gilts, as well as some specialist funds.
Full detailed reporting is sent electronically to the client on a quarterly basis with online valuation access available 24 hours a day.
Our investment strategies are offered through three innovative products:
PRISM offers a full spectrum of defined risk-return profiles to match a broad range of requirements and objectives. It is a colourful investment tool that helps people save for any number of life events.
Fusion is an ideal service for financial planners whose clients need a good value independent discretionary manager, with a proven performance track record and an easy to understand investment strategy.
For clients who seek a more in depth discretionary solution. Our investment team can build portfolios accessing direct instruments, including equities and bonds, in addition to more traditional collective investment schemes.