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Global Capital Markets Investor Relations Wealth Management:  CA  |  AU 

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Centralised investment process

​Take advantage of our rigorous, robust, and highly analytical investment process

Our goal is to meet your clients’ personal investment needs and achieve the best possible returns for their chosen level of risk.

Based on a global asset allocation framework, our rigorous, robust, and highly analytical investment process includes in-depth research, continuous monitoring, and the interaction of a number of investment committees.

Like a combination lock, each layer of our investment process must be aligned before we can start to create a risk-adjusted portfolio, flexibly tailored to your clients’ individual needs.

We have 14 investment committees, 76 in-house researchers and analysts and industry-leading tools.
*Directs - direct bond, equity, alternative and cash holdings, rather than via a fund or other investment vehicle.

   

Our investment philosophy

Our clients are at the centre of what we do and helping them to meet their personal investment requirements is our primary objective.

The best way for us to achieve this over the long term is by aiming to grow the real, inflation-adjusted value of each client's assets in accordance with their individual risk profiles.

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Working in partnership for your clients

Read about our investment process here.

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Keeping you and your clients informed

How much is enough when planning for retirement?

In our latest retirement planning webinar Harry Plunkett, Wealth Planner and Toby Carpenter, Wealth Planning Director shared the key things to consider when retirement planning, helping you gain clarity on your financial future.

Read more
A rare opportunity to maximise your State Pension amount ends soon

Maximise your State Pension with a time-limited chance to buy back missing National Insurance contributions. Learn how this could boost your retirement income.

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Is cash flow modelling right for you?

How can cash flow modelling help you to make long-term financial choices with confidence? No matter what your circumstances, you will have essential costs, both certain and unexpected, to meet now and in years to come. Cash flow planning takes account of unknowns such as inflation rates, and makes assumptions, to help you look into the future.

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How can we help?

Speak to us to find out how we can work with you to help your clients.

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Investment involves risk. The value of investments and the income from them can go down as well as up and you may not get back the amount originally invested. Past performance is not a reliable indicator of future performance.

The tax treatment of all investments depends upon individual circumstances and the levels and basis of taxation may change in the future. Investors should discuss their financial arrangements with their own tax adviser before investing.

The information provided is not to be treated as specific advice. It has no regard for the specific investment objectives, financial situation or needs of any specific person or entity.

Investment involves risk and you may not get back what you invest. It’s not suitable for everyone.

Investment involves risk and is not suitable for everyone.