07484 664 227

Providing Tailored Investment & Portfolio Solutions

We believe that if you are able to have the right tailored solution then you will be able to retain the philosophy of your investment approach by insourcing the investment management.
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RW Catering Engineers

We can help you construct and manage investment strategies or a Managed Portfolio Service on both a discretionary and an advisory basis. We aim to deliver long term consistent returns for the chosen level of risk taken, while providing a high level of service.

Our thorough research process is designed to interpret and analyse opportunities as they present themselves. Our approach has the flexibility to adapt to market conditions, and take advantage of opportunities to create long term investment solutions for our clients.

In a world of uncertainty, applying a structured and repeatable investment methodology we believe is key.

If you prefer to focus on financial planning, or do not have the expertise or time to construct and manage your own portfolios
we’re here to assist.

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Portfolio Construction

Portfolios can be adaptable and flexible

The portfolios can be constructed according to the prescribed strategic asset allocation with any required tactical asset allocation tilts overlaid within the tolerances set out in the investment mandate. The portfolio can be tilted towards certain strategies that have favourable macroeconomic tail winds.

A Crucial Step

A Crucial Step

Strategic Asset Allocation

The formulation of a strategic asset allocation approach is a crucial step in meeting the outcomes that an investor seeks over the longer term. Strategic asset allocation will be the key determinant of long term returns and risks.

The aim is to combine asset classes within a portfolio to deliver a long-term return pattern which reflects the objectives and risk attitude of end clients. This key stage in the investment process is based on the long-term risk and return characteristics of asset classes and is likely to be a main contributor to long term returns.

 

A Multi-Year Time Horizon

A Multi-Year Time Horizon

Tactical Asset Allocation

Strategic asset allocation is usually set with a multi-year time horizon. We believe that additional returns can be generated through tilting of the portfolio over the shorter term to take advantages of opportunities that arise. As portfolio managers we seek some latitude to favour certain asset classes or permit them to build cash positions when markets become extended. It is important to stress that while good tactical asset allocation can help to mitigate losses during bear markets, it cannot be expected to eliminate periods of drawdown as we will not extend cash positions above pre agreed levels.

 

Tailored to Suit Your Needs

Investment Services

Our monitoring can be tailored to suit your needs. In addition, the portfolio performance reporting can be benchmarked to a wide range of preferred indices or markets.

These services include:

1

Strategic & Tactical Asset Allocation

2

Portfolio Performance Monitoring

3

Diversification, & Correlation Analysis

4

Volatility & Risk Mapping

5

Comparable Fee Analysis

6

Environmental Social Governance (ESG) Analysis

In addition to portfolio management we also offer advisory support services.

In this day and age of regulatory compliance, having oversight and support for your IFA or wealth management business is essential. We can help you with:

  • Consumer Duty.
  • Portfolio Value for Money Assessments.
  • Centralised Investment Proposition.
  • Centralised Retirement Proposition.
  • Internal Investment Policy Statements.

 

We are Independent Investment Consultants providing investment
and wealth management solutions to
suit our client needs.

About Us

About Us

A little about us

William has over 25 years’ experience in the financial services industry, with both a comprehensive skill set of both the regulatory and research side of an IFA practice as well as over 15 years’ experience in managing and constructing model portfolios.

William is an IMD (Investment Management Diploma) holder through CFA after obtaining the IMC and the CFA Institutes Certificate in ESG Investing. He also holds the Diploma in Financial Advice (DipFA) through the London Institute of Banking and Finance (LIBF).