Managing Money

A better way to invest your money

Our investment philosophy is simple and different. We believe that investment decisions should be guided by the wealth of academic and empirical evidence available to us. On review, it provides a number of clear pointers to where we should focus our energies to deliver our clients with a successful investment experience.

We define a successful experience as one where our clients can sleep soundly at night, have a strong chance of achieving their future lifestyle goals, and both understand and believe in the investment journey they are taking. It is probably quite different to investment approaches that many clients have experienced in the past.

In essence, we base our philosophy on a number of core beliefs and principles.

Our beliefs

Capitalism and markets work effectively

Capitalism and markets work effectively

Risk and reward go hand in hand

Risk and reward go hand in hand

Diversification is a useful tool

Diversification is a useful tool

Our principles

Focus on the structuring of a client’s portfolio

Focus on the structuring of a client’s portfolio

Manage costs effectively

Manage costs effectively

Manage risk tightly

Manage risk tightly

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