All our investment decisions are underpinned by research carried out by our in-house research team.
Having a well-resourced research team, dedicated to reviewing potential investment opportunities is fundamental to our long-term success. This means you can be confident that the investments we select for your client's portfolio are fully researched and have been subject to thorough due diligence.
One of the largest in-house research teams in the discretionary industry, our 22-strong team of equity, fixed interest and collective (fund) analysts has direct access to the management of listed companies and to managers of funds we invest in, giving us unique insights and investment opportunities.
We carry out detailed analysis of any security that we invest in. Our analysts conduct face-to-face meetings with company management and fund managers and in-depth performance analysis and due diligence to select holdings for a client’s portfolio.
Our research team review and filter the securities available to offer you the strongest investments in the market for your portfolio:
Our analysts filter 1,600 global equities to the best 350 companies.
We select around 300 funds from over 17,000 funds available.
30,000+ fixed interest investments are filtered to around 150.
As part of our research process, we consider ESG factors to ensure all potential risks to an investment are considered.
The approach we take will depend on whether we are investing directly or through third party funds. The consideration of these factors applies to all the asset classes that we analyse and monitor on an ongoing basis.
Stay up to date with the latest market news and industry insights from our team of experts.
The value of your investments and the income from them can fall and you may not recover what you invested.
