Fund Management Solutions

Fund Management Solutions

We recognise that our clients have differing views on how their funds should be managed. Our process starts with a professional assessment of your attitude to risk, a discussion on your understanding of investments and the type of involvement you would like to have in the investment process. This discussion will allow us to agree on which of the following three fund management options are best suited to you.

Passive Asset Management

There is a debate on whether Active Fund Managers can add value to a portfolio over the longer term and, if they do, whether this

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Active Fund Management

Our five Active Portfolio Management containers are designed for clients who believe that active fund management will outperform a benchmark index over the medium to

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Discretionary Fund Managers

A number of our clients seek to use the services of a Discretionary Fund Manager. Reasons may include the ability to have in-depth conversations about

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