Our goal is to protect the value of your assets against the damaging effects of inflation and deliver investment returns that meet your long term financial goals.
We invest across a wide range of asset classes, including equities, bonds, property, commodities and alternative investments. Deciding if and how much to invest in each asset class – the process of asset allocation - is a key driver of long term investment returns. We assess global economic and financial market trends without bias to a particular asset class because we believe flexibility is key.
We complete a rigorous assessment of a select group of investment managers that invest across the globe before recommending an investment. When appropriate we use trackers (funds that track the market) to keep down your cost of investing. We form an independent view on where your money would be put to best use, analysing a wide range of research materials before reaching an investment decision.
Our charging structure is transparent - we will agree a set fee with you based on the size of your portfolio. We do not benefit from any commissions (any received will be rebated to you).