Portfolio Management

At the core of our investment process is a belief that asset allocation provides a structure which is fundamental to the effective and successful management of client portfolios and that the balance and composition of this structure will alter over time in accordance with changes to each individual client’s needs, changes in economic conditions and performance of underlying asset classes. To ensure that portfolio management is always aligned to your needs, regular reviews are undertaken. These reviews will also establish whether there are any changes to your circumstances which may require us to review the level of investment risk that you are financially comfortable with, and to review the investment strategy. Essentially, through the regular review process, we will ensure that your portfolio always meets your requirements.

We use the following process to manage your portfolio:

The value of investments and the income from them can go down as well as up and you may not get back the amount  invested.