Investment Management
We offer extensive active investment management capabilities built around you and available across markets and asset classes. Our approach focuses on your wealth in its entirety, integrating wealth planning, investment management and consolidated reporting. From day one, we carefully consider your priorities and aspirations to create an investment strategy individual to you, reflecting your unique circumstances and values today and as they evolve over time.
Investment management
Dedicated portfolio managers will establish a personalised long-term investment strategy to implement your wealth plan.
Global, active and direct investment approach.
Investments structured for tax-efficiency and aligned with your individual preferences.
Access to investment expertise, insights and events throughout the year.
Our investment philosophy
We firmly believe in a global, active and direct approach to investing across equities, fixed income and alternative asset classes. We believe in active management and that the best risk management technique is knowing and understanding what you own.
Global
Active
Direct
High conviction
Responsible investment
Performance
Our investment process
We meet with hundreds of companies a year, both in the UK and overseas, providing us with insights on real economic activity. This forms an important part of our bottom-up fundamental investment approach, which we combine with our top-down framework and macroeconomic analysis to guide our asset class allocations based on the appropriate level of risk.
Equities
Fixed Income
Alternatives
We aim to create long term value for our clients and investors while also contributing to better corporate behaviours and positive change. This requires careful consideration of sustainability in all its forms.
Assessment of ESG factors (both risks & opportunities) is an integral part of our fundamental analysis and security selection process.
Engagement with companies, both direct and collaborative, is a more effective way to encourage better corporate practices with the potential to deliver positive and realistic outcomes over time.
We vote on your behalf on each individual proposal to help drive higher corporate standards and enhance shareholder value.
We provide detail on all our stewardship activities and report our progress in reports we publish annually.
Asset classes
The collective skill and experience of our in-house team covers all asset classes.
