Which way do you turn ? What route will you select ? The most respected studies on the subject of investment returns have generally agreed that asset allocation is responsible for 90% within a portfolio. This may seem a staggering amount at first glance.  What it means is that deciding between property and equities or between European equities and UK equities delivers 9% out of a 10% annual return.  Whether you picked a JP Morgan or Invesco fund, or Glaxo or Astra Zeneca shares, this decision accounted for only a limited amount of the annual return. So it is important that the asset allocation is constructed with necessary due diligence and research.

Knowing what unique financial goals and requirements exist, we will construct an asset allocation strategy with the aim of meeting those goals. We use leading investment strategies through SEI and 7IM. We have exclusive access to these companies and their asset allocation strategies via our Wrap Platform. We also use a Discetionary Fund Manager in London & Capital. These award winning companies have thousands of staff researching asset allocation on an hourly and daily basis.

Political unrest or stability, tightening or expansionary fiscal policy, inflation and deflation, supply and demand and so forth are all monitored daily and hourly. If a tactical change to asset allocation is deemed necessary it can be implemented immediately. If an unexpected natural disaster happens on the other side of the world they, and as such us are well prepared to handle it. Furthermore, amendments will directly link with our systems to alter a clients’ portfolio instantly. Investing through us results in the right allocation models that in turn reduce risk and volatility.

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