Asset classes can be divided into the following three divisions:
Cash and cash equivalents
These three asset classes are core to our portfolio construction and we are always happy to discuss the merits and risks of these, and other assets, with our clients.
Combining a traditional ethos with forward-facing, in-depth analysis means that we can devise strategies that deliver returns in line with our clients’ expectations.
At the most conservative end of our investment strategies we invest in core multi-manager fund of funds. If you then wish to diversify your portfolio and are open to a higher risk strategy, we might suggest investment in direct equities both in the UK and abroad. We often complement direct investments with investments in funds which target either specific sectors and themes or specific countries and continents.