To achieve the appropriate, regular and real returns for you, we draw on the broad range of experience, skills and specialisms of our experts who make up our Investment Senate. This core team of professionals meet weekly to seek, analyse and evaluate investment opportunities. It identifies assets, balancing income and growth, and maintains the solid framework that drives the investment returns of your portfolio.
Seek, analyse and evaluate
We address the global macroeconomic issues to highlight potential opportunities then evaluate and analyse prospective asset classes, countries, sectors and themes.
Identify real value assets
We use quantitative analysis, external research and internal review to identify opportunities that represent real value.
Tailor to fit individual profiles
Following a consultation with your investment manager, we will create an appropriate portfolio designed to meet your specific requirements and aims; taking your attitude to risk and our knowledge of your current financial position into account.
Monitor and control risk
The underlying investments and the weighting of those assets - tactical allocation - within your portfolio are vigilantly monitored. The asset mix will be reviewed regularly and verified to ensure that they meet your individual objectives. We will react accordingly should these aims alter.