We draw on the experience of a team of investment analysts and advisers to create the most efficient portfolio strategy for your circumstances, taking into consideration your goals and risk profile. Utilising investment themes with a macro focus, advisers design sector weightings and asset allocations according to investment objectives, whilst risk mitigating through cash and fixed interest investments.
We have access to a wide range of products and services in forming an individual strategy, including: Domestic and Global equities, Exchange Traded Funds, Interest Rate Securities/Hybrids, Listed Property Trusts, Separately Managed Accounts (Funds Management), Derivatives & Structured products, Cash Management Accounts.
We have access to a large range of investment skills, knowledge and resources thanks to our close relationships with several leading investment houses.