Multi-Asset
Go for the best of all worlds by combining different assets
We believe combining the strengths of different asset types and strategies will give you a better chance of achieving your desired outcomes, no matter the market environment.
For some individuals and advisers, we offer ready-made, balanced portfolios, designed to deliver the best possible value for money. We aim to tailor investments to meet your needs and understand the importance of sustainability in relation to diversification and risk.
Multi-asset investing takes that to its logical conclusion by combining different assets together. Balancing a mix of shares, bonds, alternatives and cash is the formula for hitting targets in good times and damage limitation in bad ones.
When putting together a mix of assets, we don’t use a “set and forget approach”. We’re constantly reviewing, rebalancing and refining, using in-house proprietary tools to stress-test the portfolios against different scenarios.
That’s only one half of the equation though. The other is the human factor. We pride ourselves on having a culture of accountability that makes us stand out. Our team members discuss and debate every investment rigorously to build you a more robust portfolio.