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Our advisory approach
Our approach to investment advice and wealth management is based on certain key underlying principles.
The way we advise clients and manage their wealth
Our approach to investment advice and wealth management is based on certain key underlying principles. These principles underpin every decision we make when advising on and investing your money.
Our approach
Five key principles that underpin our advice to ensure the best client outcomes
Client-focused |
We focus on your specific wealth management needs. Our advice process, investment management and associated wealth advisory services are designed specifically for the needs of high-net-worth clients. |
Outcome-based |
Our clients, typically individuals, trusts and charities, often invest to earn a high and growing income stream and maintain or grow the after-inflation (real) value of their wealth. We focus on managing risk, income and capital growth to achieve these outcomes. |
Valuation-driven |
Investment returns are a function of what you get (value), for the price you pay, adjusted for risk. There are certain investments that we want to own in the long term and certain investments that we don't. Our investment philosophy is active and valuation-driven, and can be summarised as well-considered, long-term investing. |
Diversification |
We diversify in case things go wrong (they always do at some point) and in case we get things wrong (we sometimes do). We recognise the benefits of diversifying across countries, currencies, asset classes, business sectors and counterparties to ensure that we make the most of our clients' wealth at the lowest risk throughout market cycles. |
Long term |
We recognise that investing in financial markets offers the best results over the long term (five years or longer). Although there are many variables that affect your wealth in the shorter term, considered advice, focusing on quality investments at a fair price, and the power of compounding will give you the best chance of achieving your objectives over time. |
Additional Information
