Terms and Conditions

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Investment Approach

We believe markets are inefficient and that we can exploit those inefficiencies to the advantage of our clients.  We use active management at all levels of the investment process from asset allocation through to the selection of individual investments.  Our investment approach comprises the following key features:

Add Real Value

For most investors, growing their portfolio value in real terms is their most important benchmark. Our aim is to add real value to your investment over the long term, targeting returns in excess of inflation, measured against the Retail Price Index (RPI).

Wide Diversification

We ensure that your portfolio is widely diversified across geography, sector and type of asset and it may include direct UK equities. This means that your portfolio includes the assets that we have identified as having the most potential to protect and grow your real wealth over time.

Value for Money 

We access investments in a manner that provides you with the best value for money.  This may be via Open Ended Investment Companies (OEICs), Investment Trusts, direct UK equities, gilts, bonds or Exchange Traded Funds (ETFs).

Active management

Markets do not move to a timetable. We continually review and actively manage your portfolio to ensure it holds the optimal mix of assets that we believe will add the best value for your investment.

Manage Risk 

We make sure that the risk taken in your portfolio is in line with your objectives and does not exceed the upper expected risk level specified. However, we are not constrained by any lower risk limits and will reduce risk in portfolios whenever we think it is prudent to do so.

Experienced Investment Team

Our investment team is made up of highly qualified managers who are guided by our Investment Philosophy and are dedicated to protecting and growing your wealth over time in line with your investment objectives.  

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