For investments of over £100,000, we would normally recommend a portfolio containing a range of individual equities and collective investments. At this size and above, we are able to achieve a suitable level of diversification across a range of individual securities so that a change in price of one will not disproportionately affect the overall value of the portfolio.
Investment in individual company shares enables clients to enjoy a truly bespoke portfolio, weighted accordingly in industry sectors and asset classes and geographic areas that are in our view most likely to give superior returns for the prevalent economic conditions.
Investment opportunities are carefully selected using a combination of in-house and external research, and prices and developments constantly monitored.