portfolio management
Our core business is discretionary portfolio management
Our core business is discretionary portfolio management, tailoring each portfolio to every client’s investment objectives and risk profile.
We advise on, arrange, and manage new and existing investment portfolios, ISA and pension scheme portfolios, onshore and offshore bonds, and tax efficient investments.
We can also help with financial strategies and offshore arrangements.
investments
We invest globally, preferring the medium of collectives (unit trusts, closed or open-ended investment companies, investment trusts, ETFs, offshore, mutual and hedge funds). Not only does this approach result in a dilution of risk (collective investments typically invest in at least 60 to 70 individual stocks) it also allows us to delegate the stock picking to managers with proven track records in a particular market segment.
We spend considerable time and resources evaluating fund managers before placing funds with them, and we carefully monitor their performance after investments have been made.
All client portfolios are individually designed to meet their investment objectives within the client’s agreed risk profile.
financial strategies
We can advise on and devise strategies on many financial planning topics, including:
Inheritance Tax Mitigation
Pension Arrangements and Retirement Income
Provision of Increasing Income
Long Term Care
School Fees Planning
Tax Efficient Investments
Tax Shelters
Trusts & Offshore Structures
We have a link with a Channel Islands based Trust Company and are familiar with the setting up and subsequent administration of trusts as well as the incorporation and management of companies - be they investment or trading companies - in many different jurisdictions.
We can manage the assets of trusts and offshore structures.