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Investments

We deal with people who neither have the time or inclination to manage their own investments who want to outsource to someone that can do it for them.

No one can predict the future.  Our philosophy is to bring together the best global asset managers' investment capabilities across a broad range of investments along with the tremendous tax benefits of either investing onshore or offshore.  Funds divided tax efficiently between spouses, children and civil partners, to utilise all their unused personal allowances is an ideal way to mitigate and potentially reduce the future rates of income, IHT and capital gains tax suffered. 

Investment Dream Team 

Our skill is to create for our clients investments built around our common sense investment principles that can perform in different market conditions, to deliver capital growth or as an example a rising income, by investing in un restricted companies funds from around the world and the case for global equity investing is compelling. These companies’ funds have consistently grown wherever they are in the world, which have generally provided excellent returns over the longer term.

"There are two kinds of forecasters: those who don't know, and those who don't know they don't know." JK Galbraith, economist and diplomat

Is your current portfolio positioned for the past or the future?

The facts are no single market or sector will always outperform, no single fund manager can outperform in all market conditions. Fund managers have different investment approaches and expertise that suit different markets and asset classes. Asset managers do not want you to know that no one individual or firm is good at everything. Individual portfolio managers change roles and companies regularly. Is your asset manager about to merge or be sold or your fund manager happy or currently looking for another job?

What's inside your funds and portfolio is only half the story, what's outside is just as important.  

Go to second page Investment Philosophy

 

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Membership of the:

    CISI

Chartered Institute for Securities and Investment
Chartered Insurance Institute
The Personal Finance Society
The Royal Statistical Society
  

We are authorised and regulated by the Financial Conduct Authority. Our regulated activities comprise advising on and arranging investments. Our Financial Services Register number is 583160. You can check this on the FCA Register by visiting their website at www.fsa.gov.uk/register/home.do