Understanding your needs
Every client has a unique set of aims, objectives and circumstances. Your investment manager will always begin by working with you to identify a set of achievable investment goals that take into account your investment time horizon, your attitude to investment risk and the investment returns you require. Together you will review your options and decide on the best way to achieve your objectives.
Building your portfolio
We believe asset allocation is a primary determinant of long-term investment performance. As a framework for constructing your portfolio we use a range of asset allocation strategies that have been determined by our Chief Investment Officer and Asset Allocation Committee. Your investment manager will then fine-tune your allocation to meet your exact requirements before selecting the investments held within each asset class.
Managing your portfolio
Your investment manager will ensure your portfolio always reflects our core views and remains on target to meet your personal objectives. Our managers are supported by our independent team of research analysts who conduct formal monitoring and due diligence of assets, to ensure that your portfolio is invested across what we believe are the best range of investment options.