Independent

Within our investment network, we have partnered with several industry leading independent investment houses in order to bring our clients the best products in the market.

All our preferred managers have been through an intensive screening process and are subject to continual ongoing monitoring. Amongst other factors when selecting a manager, we pay particular regard to:

Demonstrable track record

Each manager must be able to demonstrate consistent risk adjusted returns in line with our expectations. We expect product returns to be fully demonstrable with a proven and established methodology. In this way, we avoid managers with short-term time horizons and ‘lucky’ managers.

Well established

Each manager must be well established, with a credible reputation in their chosen field of expertise

Business strength

We are extremely diligent in reviewing the solvency and general business strength of each of our preferred managers. We consider the threat from counter-party risk in today’s tightening credit environment to be highly significant and we take daily measure to assess and mitigate this risk.

Investment Process

We have been able to access the services of some of the best managers in the business. There are several Award-winning investment managers on our preferred list who themselves want to work with the best Wealth Managers in the business.

Below are just some of our preferred independent managers: