A BREADTH OF INVESTING SOLUTIONS
TAILORED INVESTMENT SOLUTIONS
HOWEVER IT’S DONE, YOU WILL WANT YOUR MONEY TO WORK HARD FOR YOU. WE OFFER DIFFERENT SERVICES TO ALLOW YOU THE DEGREE OF INVOVLMENT YOU WISH. HANDS ON, OR HANDS OFF FOR THAT MATTER TOO.
TAILORED INVESTMENT SOLUTIONS
Important decisions need expert advice. We’re financial freedom fighters
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DIY INVESTING |
INVESTMENT ADVISORY |
PROFESSIONALLY MANAGED PORTFOLIOS |
It's rightly so that investment profiling should target understanding your financial personality - your risk tolerance comfort level for example.
The Symphony portfolio service employs an asset allocation approach that tries to identify where we are in the business cycle, before determining the appropriate asset mix of traditional assets – stock markets, bonds and property.
It will use a combination of third party funds, managed by best of breed managers and exchange traded funds where appropriate.
Symphony bespoke portfolios are tailored to your specific individual circumstances.
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SERVICE NAME: Symphony Bespoke Portfolio Service SUITABLE FOR: Portfolios from 750,000 EUR plus APPROACH: Risk targeted portfolios, diversified across global equity and bond markets. Strategic asset allocation driven by where we sit in the business cycle |
BENCHMARK: PIMFA Private Investor Index Series RISK PROFILES: Income Higher Income Cautious Conservative Balanced Progressive Adventurous |
The Symphony portfolio service employs an asset allocation approach that tries to identify where we are in the business cycle, before determining the appropriate asset mix of traditional assets – stock markets, bonds and property. It will use a combination of third party funds, managed by best of breed managers and exchange traded funds where appropriate. Symphony bespoke portfolios are managed to a given risk tolerance and profile.
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SERVICE NAME: Symphony Portfolio SUITABLE FOR: Portfolios from 750,000 EUR plus APPROACH: Risk targeted portfolios, diversified across global equity and bond markets. Strategic asset allocation driven by where we sit in the business cycle |
BENCHMARK: PIMFA Private Investor Index Series RISK PROFILES: Income Higher Income Cautious Conservative Balanced Progressive Adventurous |
The Parala Macro Multi-Asset portfolio’s take an active approach to asset allocation in pursuit of its aim to outperform the equivalent passive investment alternative. The strategies active allocation, through its use of Parala’s AlphaPredictor® Model, looks to exploit academically proven relationships between the business cycle and asset prices – removing the ‘noise’ and ‘emotion’ from investing decisions. The AlphaPredictor® Model output, which is run monthly, is implemented in the Parala Macro Multi-Asset Portfolio’s using cost-effective passive tracking instruments. Its hybrid approach, active allocation with passive implementation, and its aim to outperform its passive equivalent benchmark delivers investors the best of both worlds in a cost-effective single ISIN UCITS V structure.
An approach to investing that has a different benchmark – cash – rather than judging performance against a stockmarket. It allows for a wider variety in the asset mix, and will make use of more hedging techniques. Built exclusively using in house managed funds, the portfolios seeks to smooth out some of the volatility associated with traditional portfolios.
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SERVICE NAME: All Terrain Portfolio Strategies SUITABLE FOR: Portfolios from 20,000 to 1,000,000 EUR plus APPROACH: A suite of risk targeted portfolio strategies, invested using the ARIA suite of absolute return funds. Each risk profile has a different cash plus performance benchmark and the approach seeks to minimise stock market downside, generally smoothing out returns. |
BENCHMARK: Bank deposits + percentage RISK PROFILES: Income Higher Income Cautious Conservative Balanced Progressive Adventurous |
A purely passive approach to investing. A suite of risk mapped, multi-asset portfolios which bring diversified exposure in a cost effective manner, exclusively using low cost Exchange Traded Funds (ETFs). The models are rebalanced annually, but asset allocations are not actively managed in between times.
Portfolios comprised of individual equities, based on either US, European or UK companies. The approach targets higher yielding shares of blue chip companies, that would appear to be good value compared to their historical valuations or the broader markets. Companies are selected by EFG International, a leading private bank based in Switzerland.
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SERVICE NAME: EFG Value individual equity Portfolios SUITABLE FOR: Portfolios from 250,000 EUR plus APPROACH: Three portfolios offering exposure to either the UK, US or European markets. Shares are selected on the basis of having a higher than average dividend yield and considered ‘undervalued’ according to a range of metrics. Portfolios are managed by EFG Bank International. |
BENCHMARK: FTSE 100, Eurostoxx 50 and S&P 500 RISK PROFILES: Progressive Adventurous |
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