Attitude to Risk

A crucial area of discussion relates to your comprehension and attitude towards risk, which is supported by an initial questionnaire and assessment. We will qualify the results of this assessment in detail by discussing your willingness to accept investment risk and your ability to withstand periods of market adversity and volatility.

Asset Allocation and Personalised Portfolio

When building portfolios, we consider all the economic and technical market conditions that influence our exposures to the main asset classes of equities, bonds, property, alternatives and cash.

We use a tactical personalised approach as this allows us the flexibility to allocate appropriately to the assets, sectors and longer-term funds that we believe will provide the most effective risk adjusted returns for you in the longer term.

Regular Investment reviews

We will discuss both generic market updates and portfolio changes as well as specific themed topics that relate to your particular portfolio with a summary of market conditions on a minimum annual basis, however, that does not preclude ad hoc phone calls or meetings as requested. As we maintain there are two ends to a phone/email and we gladly accept contact from clients when required.