Our 1% All-in Solution

The investment management arm of our firm specialises in providing simple but elegant investment solutions for financial deputies. Our solutions are built on a prudent combination of high quality advice and low-cost investment products.

Clarity

Our investment portfolios are built around complete transparency round all fees and charges.

We offer a clear 1% all in per annum charge which includes our fees, underlying fund management fees, custody and all other associated costs.

Simplicity

Our investment portfolios are built around low-cost, self-rebalancing funds which provide one simple quarterly statement, performance data and commentary to financial deputies.

Our investment portfolios are based on modern scientific approaches to investment adopted by some of the largest fund management groups in the world with proven track records. These funds and investment strategies which focus on reducing cost and risk are particularly suitable for fiduciaries with an obligation to act in their clients best interests.

Focus

  • We create a clear written plan for your client which specifies their current and future financial needs and how much money is needed now and over the long term to meet them.
  • We take into account the effect of inflation and capital withdrawals over the long term and how they materially impact future capital and income levels
  • We establish with you a simple realistic long-term inflation-adjusted target for your clients’ investments as well as a truly appropriate investment benchmark.
  • We model for you the level of risk the portfolio will need to accept in order to achieve its required return.
  • We stress test how the portfolio will actually deliver its required return over the long term.
  • We measure ongoing performance with you against clear targets that be pre-agreed with you for your clients.
  • Our investment solutions for financial deputies and trustees are designed to conform with counsel's guidance on their duty of care to their clients.

Request your free sight of counsel’s legal recommendations about managing client’s investments and learn more.