Continuous review and updates to maintain effective investment strategies

Our Research Department monitors and update an ‘Authorised List’ of approximately 200 investments across the different asset classes. These investments form the core of managed clients’ portfolios with the mix altered to reflect the appropriate asset allocation and risk profile for that particular client.

The research conducted supports account managers with equities, bonds, collective funds and alternative investments.

We identify four broad asset classes of investments to include

The research team continuously presents investment ideas to our account managers. Regular meetings are held with the management teams of listed companies as well as representatives and  managers of collective investment funds. This direct contact enhances our ability to identify investment opportunities.

A daily investment meeting provides a forum in which to discuss the economic and market backdrop, updates on company results and news, as well as recommendations and guidance on asset allocation both geographically and by sector.