Investment Management

Our Discretionary Portfolio Services are ideal for you if you would prefer your portfolio managed on your behalf.

We make day-to-day decisions to achieve the goals you have set us. Our attention is focused on your primary objectives so we can respond to market situations quickly and effectively, leaving you to stand back and manage your other priorities.

Bespoke

A portfolio service tailored to suit your individual needs. After a consultation with a Walker Crips investment manager to discuss your financial situation, your return objectives and your attitude to risk, we create a portfolio designed to meet your aims. We monitor, manage and rebalance your portfolio throughout our on-going relationship; and will alter the risk and return targets to suit changes in your lifestyle, your requirements or in line with your wishes.

ALPHA: r² Managed Portfolio Service

Available only through intermediaries (e.g. Financial Advisers), who will determine your suitability and objectives. There are eight ALPHA: r² portfolios which are actively managed by our expert Investment Managers who will make investment decisions on your behalf allowing you to rest easy while we are focusing on your portfolio and its performance. Your adviser can monitor the performance of your portfolio online as well as receiving regular investment updates.

The Real 2017 Outlook speaker presentations are for ALPHA : r2 conference delegates who are financial advisers, institutions and other professional intermediaries only.

Please indicate that you agree with the statement below to continue

If you do not agree with the above statement and have questions about our service and products please contact us on 020 3100 8880.

Andrew Morgan is a portfolio manager for Walker Crips Investment Management. Originally from Carmarthenshire, Andrew spent the majority of his career until now working in the City of London as a fund manager at Mitsubishi-UFJ Asset Management where he specialised in UK and European equities. Latterly, he worked in global equities at BlackRock, the world’s largest asset manager. Upon returning to Wales, Andrew managed private client portfolios for Brewin Dolphin. Outside of finance, Andrew is a trustee of PRIME Cymru, the only Welsh-based charity of HRH the Prince of Wales.

Andrew’s professional qualifications include the Chartered Financial Analyst designation and the Investment Management Certificate. He also holds a Master of Arts degree in Modern History from University College London.

Close

Gary Waite is a portfolio manager for Walker Crips Investment Management. He began his career as a government economist in the Department of Culture, Media and Sport, before becoming a junior hedge fund manager in London. His career has taken him to be an equities analyst in Australia, and director within a European equities team at BlackRock, having previously worked on both the Global and Emerging Markets teams. Previously Gary has been a volunteer counsellor for ChildLine, and currently works in a voluntary capacity for the homeless charity Crisis.

Gary holds the Investment Management Certificate, the SII Level 3 Certificate in Investment as well as (Australian) PS146 accreditation. He gained a Master of Arts degree in Economics from the University of Nottingham.

Close
Display disclaimer Display disclaimer

It is important to remember that the value of investments can go down as well as up and it is possible to get back less than you invested, especially in the early years. Past performance is no guarantee of future returns and interest rates and dividends are variable and cannot be guaranteed in the future. Any tax treatment mentioned is based on personal circumstances and current legislation which is subject to change.