Objectives based investing

Objectives based investing

We have a growing number of advisers who rely on our experienced investment team to create bespoke investment portfolios for their clients.

We work closely with you and your clients to establish a suitable investment mandate before using our proven investment process to create a bespoke solution, focused on real return objectives.

The key criteria for our investment solutions are:

  • The client’s investment objectives
  • The client’s attitude to risk, including capacity for loss and acceptance of volatility
  • The client’s investment time horizons

Bespoke portfolios based on a proven approach

Bespoke portfolios based on a proven approach

Using our proven investment process, we’ll then create a bespoke portfolio specifically for you, combining equities, fixed income, cash management and alternative investments to reflect your aspirations.

We’ll take account of real issues like retirement planning, wealth transfer for children and grandchildren, tax efficiency, investment wrappers and when you night need access to your capital.

Active management seeking superior returns


Active management seeking superior returns


We are active managers; we don’t create artificial reasons for portfolio activity but we constantly review our investment positioning and our clients’ portfolios.

Our investment philosophy is to focus on growing our clients’ assets with acceptable risk over an appropriate and agreed investment time horizon. Our track record demonstrates that we provide our clients with both capital preservation and excellent returns over the longer term.

Tailored service accompanies tailored investment solutions

Tailored service accompanies tailored investment solutions

We know that each adviser and each client have their own service preferences.

Too much information can be as frustrating as too little. You may want regular monthly contact from your portfolio manager, or just an annual face-to-face meeting. You may want us to deal through your firm or direct with your client. Our service is personalised to your needs.

A choice of approaches

We offer a choice of bespoke investment portfolios and a tailored approach based on six model portfolios. 

If you would like to discuss our investment management options for your clients, please contact our professional adviser investment team today.