Our Approach
Where investment
management
meets financial
planning
We’re experienced investment managers with a clear purpose and philosophy. We keep a careful eye on your portfolios, using extensive research, expert analysis and proven principles to optimise returns. But it’s just as important to make sure your strategy continues to meet your financial goals. That’s where our financial planning comes in. We look at your wider needs and objectives – including your tax, pensions, retirement and estate planning – to optimise your financial outcomes. We regularly review your portfolio and financial plan to ensure it is in line with your needs, goals, tolerance for risk and situation as life evolves.
How we manage your portfolio
We establish your attitude to investment risk, capacity for loss, and return expectations
We consider your investment constraints like time horizon, liquidity needs, tax situation, and unique circumstances
We construct an investment portfolio in line with your risk-return profile and optimise its asset allocation
All investments are underpinned by a regular and rigorous selection process by our in-house research team and our investment committee
We regularly review the investment strategy and the impact of market conditions on your asset allocation to ensure your portfolio remains within the agreed risk-return profile
We establish your attitude to investment risk, capacity for loss, and return expectations
We consider your investment constraints like time horizon, liquidity needs, tax situation, and unique circumstances
We construct an investment portfolio in line with your risk-return profile and optimise its asset allocation
All investments are underpinned by a regular and rigorous selection process by our in-house research team and our investment committee
We regularly review the investment strategy and the impact of market conditions on your asset allocation to ensure your portfolio remains within the agreed risk-return profile
Our core investment principles
Our core investment principles
Long-term focus
We regularly review and adjust portfolios to maximise performance, but we don’t believe in trying to time the market in the short term. A wealth of research and years of experience show that long-term investments deliver the best results over time.
Diversified, multi-asset approach
A crucial way to minimise risk is spreading investments over a number of different asset classes, sectors, markets and regions to help absorb shocks from any one area. Our multi-asset strategies generate nimble and broadly diversified portfolios.
Active and passive investment
To get the most out of markets, we believe a blend of active and passive investment strategies can be effective. A more hands-on approach brings higher costs, but with expertise and discipline, can be used to enhance returns.
Proactive and dynamic
We carefully research and analyse opportunities to get the best for our clients. We’re ready to tactically adjust the asset allocation of our portfolios to take advantage of these opportunities as soon as they arise.
Best-in-class securities
Picking the best securities is a combination of art and science. It requires vision and deep quantitative and qualitative analysis. We evaluate securities across all asset classes and regions, using a flexible approach that adapts to different strategies and economic situations.
Risk-controlled management and disciplined selling
We believe that having a strong sell discipline and risk management framework by maintaining market exposures in line with the targeted risk profile (even during market corrections) leads to better performance over the long-term.
Responsible investing
Through our selected responsible investment strategies, the aim is to have a real, positive, and lasting impact on the environment and society. We believe that investing responsibly can achieve the objectives as set out in the UN Sustainable Development Goals together with better risk-adjusted returns than the benchmark.
