We work collaboratively with clients, and their existing advisors, to establish and/or integrate their existing investments into investment portfolios along with providing back of house services to manage, track and maintain asset records for investment and Capital Gains Tax purposes.
Our approach to investment advice is to focus on the things we can control and minimise the risks associated with those we cannot. To do this we apply on overall portfolio construction methodology that considers the following aspects:
- broad asset-class allocations
- sub-asset allocations
- currency hedging
- the role of property
- other asset classes – alternatives
- core & satellite
- regular rebalancing.
Our investment approach
We use a highly diversified investment strategy starting with a core approach, based on the needs and requirements of individual investors. For the majority of investors, a core investment approach will meet their needs and aligns their long-term investment strategy with their wealth and financial strategy.
For investors with larger pools of capital, an addition to the core strategy is a Satellite portfolio with specific allocations to targeted alpha.
This simple statement informs a large part of our strategies for clients which ensures that decisions are made for the long term with most of our strategies based in buying, holding and the power of compound returns.