Managing Wealth

Managing Wealth

Our attitude to managing wealth is measured and intelligent, with a consistent focus on preserving capital and delivering strong risk-adjusted returns. Our investment philosophy is unburdened by strict models, so we are open to pursue the best opportunities for you across global investment markets.

We ensure we have an agreed strategic asset allocation strategy with the most efficient level of exposure to the various asset classes. This strategy will take into account factors such as your investment horizon, your risk tolerance, income objectives, liabilities and the other assets you hold outside of your portfolio. We will then actively monitor and rebalance the asset allocation to reflect our views on short-term opportunities in financial markets. The general recommendations for asset allocation are determined by our strategy team and the role of your portfolio manager is to adopt the house view and design an appropriate asset allocation to suit your specific requirements.

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