See below for a brief description of the description of the individual client portfolio solution styles and permitted investments.

Portfolio Description

The aim of this solution is to achieve long term capital growth, in a multi-asset class strategy.  It will invest principally in equities but will also diversify into asset classes which traditionally display less volatility, namely fixed interest securities, cash, property, alternative and absolute return strategies.  The portfolio may hold a percentage in cash for both liquidity and tactical reasons.

The aim of this solution is to achieve a combination of both long term capital growth and income, in a multi-asset class strategy.  The portfolio will invest principally in a balance range of asset classes such as equities, fixed interest, property, alternative and absolute return strategies.  The portfolio may hold a percentage in cash for both liquidity and tactical reasons.

The aim of this solution is to achive an income stream and long term capital growth by investing through a multi-asset class strategy.  The portfolio will invest into asset classes displaying less volatility and risk, namely fixed interest and cash instruments but will also diversify into equities, property, alternative and absolute return strategies.  The portfolio may hold a percentage in cash for both income and tactical reasons.

The aim of this solution is to achieve an extra income stream via distribution units and long term capital growth by investing through a multi-asset class strategy.  The objective will be to distribute the income on a regular basis.  The portfolio will invest into asset classes displaying less volatility and risk traditionally, namely fixed interest and cash instruments but will also diversify into equities, property and alternative and absolute return strategies.  The portfolio may hold a percentage in cash for both income and tactical reasons.

The aim of this solution is to seek out growth opportunities over the longer term by investing into higher risk and volatility asset classes.  The portfolio will invest principally into equities but may venture into other non correlated asset classes such as property and alternative and absolute return strategies.  The portfolio may hold a percentage in cash for both liquidity and tactical reasons.

The aim of this solution is to achieve a degree of capital stability and income. The portfolio will invest principally in lower risk and less volatile asset classes such as fixed interest and cash instruments, but will also diversify into other asset classes such as equities, alternative and absolute and total return strategies and property. The portfolio may hold a percentage in cash for both liquidity and tactical reasons.  

The aim of this solution is to achieve a degree of capital stability and preservation. The portfolio will invest principally in Absolute Return funds with an objective to deliver a cautious and absolute return. The fund is also able to invest into 'fund of fund' method hedge funds.   The portfolio may hold a percentage in cash for both liquidity and tactical reasons.

Clients who wish to have an unconstrained investment approach can be fully accomodated via our Sub Account offering.  This is typically delivered via the platform functionality offered by our trading partner, UBS, and allows us to accomodate the specific investment wishes of investors.

For investors who wish to remain invested in direct equities and not take advantage of our solutions based around collectives we can arrange for tailored advice from a specialist investment manager who shares our passion for service excellence, innovative thinking and traditional private client values.