Investment management

Let our experts manage your investments

In today’s market, the growth of your investments needs to be managed. Our experts will work with your objectives to manage your investments in line with your longer-term goals.

Investment expertise

Our in-house investment and research experts work alongside our advisers to make sure your investment portfolio performs in line with your long-term financial plan. Helping you to achieve your goals is our goal.

Your money, you decide

If you want to enjoy life more and leave the managing of your money to an expert, Discretionary Portfolio Management may be right for you. If you prefer to be in control of all investment decisions, Advisory Portfolio Management may be more suitable. Your investments are backed by our robust technical, investment and research knowledge, so you can rest assured that your money – and your future – is in experienced hands.

Our investment philosophy

Our philosophy is simple: to meet your objectives and help grow your wealth using our expertise.

This is underpinned by our guiding principles:

• Risk and reward – the potential to generate a better return depends on the level of risk you’re willing to take.
• Diversification - mixing assets that behave differently in a portfolio should help lower the risk of investing.
• Style - investments should be made in areas and in a style that gives the best chance of providing a consistent return, in line with your risk appetite
• Benchmarks – we don’t use restrictive investment benchmarks, but instead compare a portfolio’s performance to the amount of risk you’re willing to take.

An expert adviser can help you explore suitable investment options to achieve your financial goals.

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