How we work with you
Creating an investment solution
The first step is to get to know you and understand
the financial needs of your client base. We appreciate your clients
may have a range of requirements to fulfil and varying time
horizons for achieving them. Gaining a clear understanding of what
you expect for your clients will help us to work together deliver
the most realistic investment solution. Our objective is to
manage the portfolios within agreed risk parameters and performance
measures. We then monitor and manage the risks throughout the
life of the investment to ensure they remain in line with the
agreed strategy. Any investment into our discretionary
investment management service should have an investment horizon of
at least three to five years.
Portfolio management
We regard ourselves as global, multi-asset class
investors and our investment strategies are developed and monitored
by our international strategy committee, comprising experienced
investment experts from around the group. This has led to an
investment style adapted to challenging and fast-moving financial
markets. Our structured and well-defined investment process
incorporates performance analysis, coupled with an understanding of
the volatility associated with each asset class. We are able to
model future expected returns for your client's portfolio and
adjust asset allocation accordingly. We adopt an open architecture
approach to fund selection, which means we can source the best
vehicle to deliver the desired investment objective from the total
fund universe.
Detailed reporting
You will receive a detailed quarterly valuation of
your client's portfolio, which is supplemented with an investment
commentary and performance review. The benchmark performance and
benchmark risk levels are clearly defined and commented on within
the review. In addition, monthly datasheets are also
produced.
Excellent service
We will always act in your clients' best interests,
offering only transparently priced products and services that match
their requirements. We are here to make your life easier and to
assist you in meeting your clients' financial needs. Our primary
role is to provide objective guidance and product and service
excellence.
