Our investment approach

Our investment approach is responsible, academically robust and disciplined. We don't believe we are smarter that anyone else, but we do believe in controlling behavioural biases, and most importantly always investing in a way you would invest if it was your own money.

Asset allocation

Our long-term strategic asset allocation approach is designed to optimise returns within the risk tolerance of each portfolio.

Clear roadmap

Having a robust data-led approach, and an understanding of the inflation and interest rate environment, we have a clear roadmap to base our tactical asset allocation decisions. This allows us to weight portfolios to asset classes with higher long-term expected returns based on current valuations.

Fund research & investment selection

Our investment team combines detailed quantitative analysis and real world experience built over decades of fund manager meetings and investment research.

Value for money

We have a forensic focus on investment cost versus return and only expose clients to active managers where we believe they have the ability to generate superior long-term performance. No client should pay active fees for a lacklustre return.

Understanding our investment approach

Our investment team

Tom May

Group CEO and CIO Atlantic House Investments
Tom May is the chief executive officer for Atlantic House Group and is chief investment officer for Atlantic House Investments. He was previously head of European Securitised Equity Derivatives and Secondary Market Trading at Citigroup.

Charlie Parker

Managing Director

Charlie is responsible for the overall strategy of Albemarle Street Partners. He was previously the head of portfolio management for Sanlam UK and a director of Neptune Investment Management. He began his career as an investment journalist and commentator for both the print and broadcast media.

Fahad Hassan

CIO

Fahad is a CFA Institute charter-holder with extensive experience managing investments for institutional and retail clients across the world. He previously worked for Legal & General Investment Management for 11 years where he managed over $1 billion.

Chris Holdoway

Investment Director

Chris is responsible for the management of our discretionary portfolios as well as developing the technology offered to clients of the firm. He is a chartered investment manager and has extensive experience working with financial advisers and their clients. He previously worked at 7im and Bowmore Asset Management.

Harry Children

Investment Manager

Harry joined the team as a graduate in 2019. He has achieved his IMC, IAD and PCIAM exams, and is working Chartered Wealth Manager status. Harry closely monitors and reports on portfolio performance. He is also involved in the trading, monitoring and risk management of the portfolios.

Jack Roberts

Fund Manager

Jack Roberts, CFA is a lead fund manager on the Atlantic House Total Return Fund. Jack joined Atlantic House Group in 2017 during a year-long work placement, and returned in 2019 after completing his Economics degree from the University of Bath. He has extensive knowledge in derivatives-based solutions.

James Bluff

Investment Assistant

James joined the team as an Investment Assistant in 2023. He graduated with first-class honours in Economics from the University of Liverpool. He assists the portfolio management team in the monitoring and management of client portfolios.

Tia Duffy

Investment Assistant

Tia, who graduated with a 2:1 in Economics from the University of Bath, joined the portfolio management team after completing a placement year in 2023. Tia is currently studying to become a Chartered Investment Assistant
Wealth Manager and assists the team in analysing and monitoring client portfolios.

Our approach to ESG

Our ESG portfolios are designed for investors who wish to exclude investments in certain parts of the market whilst pursuing positive change in their portfolio.

Exclude

We exclude the funds that contain companies that generate more than 10% of the revenues from the sale of:

Evaluate

Effective ESG fund management demands diverse knowledge and skills. We recognise the limitations of a purely quantitative approach and prioritise firms with extensive investment teams experienced in ESG matters. Understanding their decision-making and resolution regarding investments and ESG criteria is crucial, as is how fund managers monitor compliance in the selection process.

Engage

We ensure that funds actively engage with their companies and vote at shareholder meetings. Fund managers should be ready to sell if a company does not engage. We expect documentation of these efforts so that improving standards is a continuous process, not just a one-time task.

Partnering with us

We understand that every adviser firm is different. When partnering with us, we bring advisers into the heart of the investment discussion. Each partnership is built on an open and honest foundation.

Tailored investment solutions

Managed portfolio service