investment proposition

We design and manage portfolios for our clients based on their individual specific requirements and a strategy of broad diversification across a wide range of asset classes through 'best of breed' specialist managers.

Investment management is predominately through the use of third party collective funds for the following reasons:

• To diversify risk. Each fund itself invests in many underlying instruments with the result that an investor’s eggs are not all in one basket.
• To harness the talents of some of the industry’s best fund managers. They do not all work for the same house and need to be sought out.
• To ensure easy access to a high proportion of low and non correlated assets, thereby reducing risk and volatility.
• To provide a tax efficient framework in which to manage investments.