Our investment philosophy is built upon the principle of diversification as an effective risk management technique.
As a result, our portfolios are allocated to all asset classes including fixed interest, floating interest, alternatives, property, commodities, foreign exchange and equities.
Within each asset class we also diversify the holdings by style, geography, currency and market capitalisation / size.
The extent to which our portfolios hold each asset class varies according to the level of risk of the portfolio, with the more risky assets providing a greater share of our higher risk portfolios, and the less risky assets providing a greater share of our lower risk portfolios.
We offer 4 model portfolios in 3 currencies (GBP/USD/EUR):
GBP Cautious Risk Portfolio
GBP Balanced Risk Portfolio
GBP Adventurous Risk Portfolio
GBP Income Portfolio
(For portfolios in USD & EUR contact us)
To find out more please get in touch to discuss our range of services and how we can best help you.
