Our investment philosophy
We know how hard you’ve worked for your wealth. Our investment philosophy is straightforward and simple; our goal is to help you protect and grow what you have as much as possible.
We know how hard you’ve worked for your wealth. Our investment philosophy is straightforward and simple; our goal is to help you protect and grow what you have as much as possible.
Investing isn't rocket science; beware of those who make it look like it is. We follow the evidence and keep things straightforward.
We'll explain the decisions and actions we take in relation to your investments in plain English. No jargon, no confusion, and no stress.
Making bad investment decisions can be costly. We'll be your expert guide every step of the way;someone you can trust to make informed choices.
You've worked really hard to save your money, or inherited it from people who did the same. We are sensitive to the fact that your wealth is hard-earned and important to you; we will always look after your wealth to protect and grow it.
The word risk may not mean what you think it does. There are risks that your investments can go down, but there are also risks associated with not investing in the right place. There are risks associated with not growing your wealth to its full potential.
We will help you when investment markets, as they do sometimes, take a temporary dip. By holding strong to the principles of good investing, we'll ensure you make good decisions rather than bad ones; which is what happens when people panic.
There is an ever-growing body of evidence-based research which shows that, for the best part, paying much higher fees for an investment manager to make subjective decisions is not a cost worth paying. Evidence-based investing accesses investment markets often at a much lower cost. We invest on our clients' behalf through certain discretionary fund managers that also believe that lower cost investing is important within portfolios.
Diversification across global investment markets are our mainstay. Investing in global markets allows you to invest into the major companies of the world, gaining from their financial growth, as well as the young companies that develop and grow at a faster rate.
We're always working to further improve our clients' wealth; reducing costs where possible and improving their growth opportunities.