Our Investment Approach

Our investment approach 
is responsible, academically-robust and disciplined.
As a team we work to be humble, collegiate and diversified as we make decisions.

Shaped around the
philosophy of the i
ndependent financial advisers who work with us.

Your Investment Team

 

Our highly-experienced investment team draws on decades of experience to find the most compelling investment opportunities. From across the full universe of funds, ETFs and investment trusts.

Charlie Parker

Charlie Parker

Chris Holdoway

Chris Holdoway

Clive Hale

Clive Hale

Tom May

Tom May

Fahad Hassan

Fahad Hassan

What Sets Us Apart

Robust Asset

Allocation

We emphasise a long-term strategic asset allocation approach which optimises the returns possible within the risk tolerance of each portfolio. Our tactical asset allocation uses proven techniques to weight portfolios to those asset classes with higher long-term expected returns based on current valuations.