Personal Financial Services
Our investment processes are designed to bring a high degree of objectivity to the choice of asset classes you invest in relative to your agreed attitude to risk.
This helps to avoid emotional responses to market movements and encourages decisions based on the fundamental value of asset class. In conjunction with our joint venture investment management partner, Prospect Wealth Management, a variety of valuation measures and historic trends are used to identify whether a market or asset class is good value or expensive. By having the input and representation of experienced and qualified fund managers in our processes we are able to bring professional investment management standards to our decision making.
Dependant on the level of funds available for investment you can have options that include portfolios managed in house by Lucas Fettes on a non-discretionary basis or a portfolio managed by a third party discretionary fund manager.
If you have significant funds for investment, for example, £100,000 or more, a further option of Bespoke discretionary fund management may be an option to consider.
For more information please contact us or request a call back.
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