Several heads are better than one
Our team has more than 60 years’ combined experience and access to the full investment market. Our portfolios are not managed by individuals. Instead, we believe in a disciplined team approach, where knowledge and expertise are shared between professionals to produce a more beneficial outcome.
Our investment committee is made up of talented and experienced investment practitioners, with a wealth of experience in the industry. They meet regularly to evidence and record each investment decision. It is also their responsibility to undertake due diligence on all investment instruments to ensure they are fit-for-purpose and meet regulatory requirements.
Each member of the committee abides by the FCA’s general principles for approved persons’ guidelines which dictate that they remain open-minded and open to compromise; are prepared to challenge each other’s decisions; carefully consider investment horizons; carry out relevant levels of research and, above all, act in the best interest of the client at all times.