Change is inevitable – and to meet long-term goals, you need to plan for it
Different assets have different strengths, so combining them provides extra security
Our team members constantly challenge each other to build portfolios that can stand the test of time
All investments come with risks, but we know that different assets react differently to the conditions they face. So while no one can see the future, we can work out what should perform best in a worst-case scenario.
Multi-asset investing takes that to its logical conclusion by combining different assets together. Balancing a mix of shares, bonds, alternatives and cash is the formula for hitting targets in good times and damage limitation in bad ones.
For some individuals and advisers, we offer ready-made, balanced portfolios, designed to deliver the best possible value for money. We aim to tailor investments to meet your needs and understand the importance of sustainability in relation to diversification and risk.
When putting together a mix of assets, we don’t use a “set and forget approach”. We’re constantly reviewing, rebalancing and refining, using in-house proprietary tools to stress-test the portfolios against different scenarios.
That’s only one half of the equation though. The other is the human factor. We pride ourselves on having a culture of accountability that makes us stand out. Our team members discuss and debate every investment rigorously to build you a more robust portfolio.
“We believe combining the strengths of different asset types and strategies will give you a better chance of achieving your desired outcomes, no matter the market environment.”
Past performance is no guarantee of future performance. The value of investments and the income from them can go down as well as up, and you (or your clients) might not get back what you originally invested.
For illustrative purposes only and does not constitute to any recommendations to invest in the above-mentioned security / sector / country.