Investment Management

We are skilled and experienced in constructing and managing investment portfolios. We take time to establish a client's attitude to risk and ensure that all aspects of the portfolio match their risk profile and stated objectives. We have regular meetings with Fund Managers and have access to a wide range of funds and other investment vehicles.
Once established, the portfolios are regularly reviewed to take into account any change in objectives, legislation or market conditions.

Depending upon client objectives, risk profile and current market conditions portfolios may provide exposure to:

• Cash
• Bonds
• Index-linked securities
• Property
• Global equity markets
• Absolute return and hedged funds
• Exchanged Traded Funds (ETF's)

Maximising returns includes utilising the most tax and cost efficient structures. Thus the portfolio may be held within a range of structures including ISAs, Wrap Platforms and Self-Invested Pension Plans.