Our Approach To Investment Management

Investment Quorum

Our approach to investment management is based upon a multi-asset approach. So what do I mean by that? What I mean is that it takes cash, bonds, equities, real estate and some alternative investments all blended into a portfolio. Those portfolios are risk graded because not every client is able to take the same risk or has the same capacity to recover from losses should they occur within the short term. So we offer a range of seven risk-graded portfolios, multi-asset class all designed to achieve what the client is looking for. Some clients have different requirements also so some of the portfolios are for growth, some are for income and some are for growth and income blended so we have a very comprehensive suite of investment portfolios available to clients.