Management of Investment Portfolios:
Our skill is to select and maintain the spread of investments which best meets the individual requirements of each client, while interpreting the constant changes in world economic patterns, interest rates, currencies and stock markets. Successful investment management increasingly requires an international perspective and a balanced portfolio may include selected overseas exposure. For this we may use investment trusts to achieve a greater diversification of risk. Overall our assessment of world markets and currencies is methodical and disciplined: the investment team holds regular meetings to review our progress and broad strategic objectives.
The structure of each portfolio is determined by the proportion of bonds or equities, as agreed with the client. This goes towards ensuring that the client's attitude to risk and requirement for income is reflected in the structure of the portfolio |