Investment Management
Our Investment Management Service provides a valuable resource to both private clients & trustees.
Our preferred ‘multi-asset class' investment approach is to use ‘collectives' rather than individual stock selection, as we ultimately outsource this skill to specialist individual fund managers. This approach enables our clients to include in their portfolios a considerably greater range of individual investments than would be practically possible within a typical portfolio of shares. It adds diversity, spreads risk and can be very tax efficient.