“Wealth preservation and performance driven through dynamic and pragmatic decision-making”
· We focus primarily on client need within bespoke risk parameters.
· We analyse pricing and the macro investment themes driving market trends.
· We measure deviation in order to mitigate risk and ensure wealth preservation is maximised.
· We believe that defensive portfolios should be restricted to defensive assets at all times.
· Defensive assets can at times be expensive and therefore higher risk assets could be safer when valued at a large discount.
· Our main objective is to be selective and capture cyclical events in all asset classes.
· Our client thoughts are always challenged with simple and pragmatic questions:
· Is the expected return in line with your own default risk parameters?
· Are your historical experiences in line with your expectations i.e. defensive assets can be risky when too expensive.
· We are not linked to any investment bank
· We develop bespoke investment solutions for each relationship
· Our independence, provides open-architecture which in turn generates demonstrable cost savings and benefits for our clients
Pictured - Zuleika James, Company Secretary