In conjunction with LGT Wealth we construct and manage our own model portfolios utilising technology provided by Financial Express. These are constructed using risk parameters to provide global exposure via funds which we consider offer the potential to outperform. They will combine active and passive / tracker funds to offer value for money.

 

LGT provide us with London level research and analysis and sit on our investment committee to provide a robust and efficient analysis on an ongoing basis. In addition to the added layer of research we can manage these portfolios on a discretionary basis as well as advisory. Discretionary means as and when we make a fund change, we can update all our client portfolios at the same time, bringing about significant timing efficiencies to ensure everyone is always in the correct funds and models. In these times of global instability the ability to offer this service we consider to be vital.