Investment Philosophy

Our culture is firmly founded on traditional values. Our investment approach is modern and meets the prevailing challenges of the changing economic environment.

Our aim is to “make investment rewarding” for you, but also with the reassurance of steady returns with the right levels of risk.

Personal Service

Our service is genuinely personalised. We align ourselves with your interests, requirements and aspirations.

Disciplined Approach for Positive Real Returns

We are not wedded to any one particular investment style, discipline or trend. We do, however, follow a structured process to identify opportunities. We then focus on achieving positive real returns using a disciplined analytical approach to select suitable investments for your portfolio to sustain real asset value and produce absolute growth.

Risk Mitigation

We recognise the importance of risk mitigation and diversification. We consider it essential to monitor and review all aspects of your portfolio so that you can feel reassured that it meets your risk appetite.

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

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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.

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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.

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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.