We are committed to protecting and growing clients’ wealth without taking undue risk in portfolios. To that end, we pursue an active, global multi-asset investment style, which we believe can significantly boost long-term risk-adjusted returns.

We have a truly global approach, which gives us a broader set of investment opportunities and exposure to markets where growth levels are often higher than in the UK.

Research has shown that diversifying client portfolios across a broad range of assets, markets, sectors and themes can increase the potential return for a set level of risk and help to protect your investments against steep falls in financial markets.

We believe that active management can significantly boost investment returns. Based on a broad range of macro-economic and market factors, we adjust portfolios to reflect our current views. In particular, we try to identify cyclical market trends, which tend to add significant value.

In our view, following a set benchmark limits investment performance. Instead, we judge ourselves against a range of measures, such as competitors’ performance and the strategic asset allocation positions for each of our Investment Strategies, as well as a range of market indices.

We use the most appropriate route to access each specific investment opportunity. We don’t invest directly in individual equities, preferring third-party investment vehicles for cost-effective access to a broad range of assets, in-built diversification, downside protection (through structured products and derivatives) and tax benefits.