Asset Management
The Group’s Asset Management team provides a specialist fund management service for charitable trusts, pension funds and companies. This is a segregated, tailored approach, usually for funds over £500,000, which places particular emphasis on managing risk within the trustees’ investment guidelines. Using our disciplined investment philosophy and process, we have considerable expertise in meeting each fund’s specific requirements, such as an agreed ethical policy or achieving a given income target.
We manage a diverse range of investment products including equities, fixed interest, commercial property funds, funds of hedge funds and structured products. We also provide specialist advice on investment strategy and provide guidance on setting appropriate performance benchmarks.
We provide a comprehensive
administration service
including custody and reporting. Our fee structure is competitive and we have a proven performance record that is independently verified by an external performance measurement company.
Our Asset Management team has been together for many years, thus providing trustees with continuity of relationship and a highly personalised quality service.
Please note, the value of your investments and any income from them may go down and you may get back less than you invested. If you are unsure about the suitability of this service, please contact us for advice.