Why do our clients choose us?

We understand the needs and mindset of charities, trusts, family offices and private clients. We believe our clients value: 

• A close and ongoing relationship with a dedicated portfolio management team
• Portfolios which are constructed to seek to minimise permanent diminution of capital and mark to market losses
• An investment approach which also looks to capture upside return, recognising that the risk and return appetite of our clients tends to be asymmetric
• A focus on keeping losses to a minimum in difficult markets and periods of financial stress

Designing investment portfolios 

In designing portfolios we consider: 

• Return: Recognise that different return profiles might be sought by clients in similar risk categories and measures of success can be different even though return objectives appear to be the same
• Risk: Help clients understand and correctly prioritise risk (permanent loss/volatility/inflation)
• Suitability: Build portfolios which are structured to accommodate a client’s priorities in terms of income, growth and capital preservation and which reflect their appropriate investment horizon
• Accommodate and recognise change: Recognise that the attitude of a client to return and risk may not remain constant through time as real events impact on their portfolio

In addition, we provide 

• Portfolio and performance reviews
• Formal review meetings preferred at least annually, ad-hoc reporting available as required
• Online access
• Quarterly reporting including annual tax report as appropriate
• Transparent and clean fee arrangement
• Conservatively managed, highly diversified, liquid client money pool 

We are keenly aware that investors may want to gain a full understanding of how their assets are being used. We have designed our reporting so that you can see all the underlying holdings in your portfolio.

We provide the core sections of this reporting in our on-line valuation service available via a dedicated website.