Portfolio Management
Our Preferred Investment Philosophy
Our aim is to try and maximise the returns you receive on your investments. We do this by avoiding unnecessary risk, improving returns through fund selection and asset allocation. We look to make your portfolios as tax efficient as possible.
Many of our clients do not want to take investment risk or are able to achieve their objectives without doing so and such clients often hold their assets in cash or near cash form. However, in most cases the strategy we design will often require the construction and management of an investment portfolio.
We believe any investment strategy should take into account time horizons for investment and acceptable levels of investment risk. It should also provide for regular reporting on investment performance and agree the criteria against which that performance is to be judged.
We offer two approaches. In either case the portfolio is professionally constructed by a combination of statistical analysis and market research, with the aim of producing optimal investment returns over time, at any given level of investment risk.
Discretionary Investment Management
- The selection of investments would be managed by our Investment Directors or delegated to one or more third party investment managers
- We provide the manager with a clear picture of your situation, your agreed level of investment risk and the investment return which is to be targeted
- The manager creates the portfolio, manages it on a day-to-day basis and has discretion to change investments as deemed appropriate
- We regularly monitor performance against the pre-agreed criteria and report back to you during regular review meetings
- We retain full control of your overall strategy and all associated tax planning
This approach means the portfolio is created and monitored on a daily basis by a specialist investment manager. It enables a broader range of investments to be selected and purchased at the lowest possible cost.
Advisory Investment Management
We design and construct the portfolio ourselves. The portfolio is only reviewed at set times (at intervals agreed with you) at which point changes to investments are discussed and agreed with you.
We retain full control of your overall strategy and all associated tax planning.
Before implementing any strategy we will discuss both approaches with you and establish which, or what combination, is appropriate in your specific situation.
Get in touch today
Give us a ring today and talk to one of our advisors on:
Tel: +44 (0)1376 344234
Email: enquiries@genesiswealth.co.uk