Performance Matters

Trustees

Asset Allocation Advice, Implemented Solutions & Fiduciary Management

Evidence of Skill

Clients who wish to delegate implementation to us fully can take on our bespoke service which has been operating 2003. This fully implemented proposition is known as the Total Investment Governance Solution (TIGS).

The value of investments and the income from them can fall as well as rise as a result of market and currency fluctuations, and investors may not get back the amount originally invested. Past performance is not a reliable indicator of future results.

We believe that our long-term performance demonstrates our skill in implementing the key elements discussed in 'Our Investment Approach'.

We have outperformed both equities and the static strategy through time but with much less risk. More importantly, over the course of the ‘credit crunch’ (since May 2007), we have not only managed to protect our clients’ portfolios but, on average, they were actually up 15% over the period 31 May 2007 – 31 October 2009.
Turmoil Performance Graph

Where clients are seeking innovation or looking for a firm to assist more actively with the investment decision-making, we believe we fit the bill.
Performance Since Inception

Inception date 31/12/2003

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Call: 020 7533 6999

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