We aim to enhance the real value of client portfolios through conservative investment in global equities, fixed income markets, property assets and cash. The traditional virtues of reliability, attention to detail and individual service are central to our vision.
Our Approach
We focus on the provision of exceptional personal service that is friendly and efficient, whilst recognising our client’s financial goals and attitude to risk.
Asset allocation model
Our core investment strategy is designed to offer:
- Access to the major bond, equity and commercial property markets,
- Global exposure, and
- Diversification.
The allocation of assets between these classes is determined by our view of the economic outlook which is assessed and decided by the Investment Policy Forum – an internal group of sector specialists comprising investment managers and directors – who meet on a regular basis throughout the year.
Investment Research
Our Research Team provides this Forum with vital analytical information and recommendations. Views are formed as a result of extensive market review. The research process relies on several inputs; the media, screen-based data sources, economic agency reviews and face to face meetings with company executives from a wide range of industries to establish their integrity, track record and commitment to their enterprise.
It is this rigorous and detailed research process that provides the foundation for our independent viewpoint.
Independence
We are free from ties with product providers, bond issuers, unit trust managers and other financial services institutions so when we build and operate your investment portfolio, we review information and select from the entire market without prejudice or external pressure.
