Intelligent & Calculated.
Our approach to investment is about managing risk and embracing opportunity. First, it’s important to decide how much risk you are willing to take, your risk appetite. Whilst we can take steps to mitigate risk, there will always be times when things do not go as we would like them to.
What you're comfortable with
We believe that the most important aspect of managing risk is in finding what you are comfortable with and making sure that what we do works for you. To find this out, we demonstrate different example scenarios and share openly what might happen to an investment.
Attitude to risk
We will always work with you to make sure that your attitude to risk is accurately reflected in what we do, based on your feelings about investment risk rather than what a survey says is your attitude to risk.
Risk is not for everyone, but for those who are prepared to take a degree of risk in their investments there are plenty of opportunities to consider, all with varying degrees of volatility, return and complexity.
Managing your investment
Once we have worked out your risk appetite and your capacity for investment fluctuations or loss, then we can set about managing it. We believe in managing risk through diversification of your capital across a range of different types of investment, using an asset allocation model based on your established attitude to risk.
We will monitor the range of investments we have established so that you are always updated and in the know and recommend to you any changes we think you should be making.