Investment Advisory Services
We provide advice on portfolios across a range of different investment styles. In each case
we believe our role is not to avoid risk, but rather to manage risk appropriately, relative
to the objectives of the portfolio. We avoid speculation and our processes ensure our
portfolios are appropriately diversified.
The Investor Profile
Your Investment profile will be based on:
- Base Currency
- Required rate of return
- Investment horizon
- Your tolerance for risk
Investment Philosophy
Our Investment Philosophy is that asset allocation is the most important factor in overall portfolio performance and that the global and individual country macroeconomic environment, (economic growth, money supply, growth, inflation, unemployment, interest rates, current account etc), determines the relative attractiveness of the various asset classes at any particular time.
Additionally…
- Every investor has a maximum amount of risk he/she is willing to tolerate in order to generate returns above the cash in bank rate – a ‘risk budget’
- We may want higher returns but we must be willing to pay the price i.e. risk
- The role of the investor/manager is to maximise the return within that
‘risk budget’ - Before any risky asset is added to a portfolio, its impact on the overall portfolio
risk must be understood
