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Investment Management

Investment management built around your goals

Once your plan is in place, it needs looking after. Our investment management keeps your portfolio aligned with your goals, your attitude to risk and your stage of life, reviewed regularly and adjusted as things change.

Book your free reviewWhat we charge

30+

Years advising North East clients

4,500+

Clients we look after

96%

Clients who stay with us

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Investment management that keeps your plan on track

Markets move and life changes, so a portfolio left untouched can drift from what you need. We manage your investments on an ongoing basis: monitoring how they are doing, reviewing them against your goals and attitude to risk, and making adjustments as your circumstances change.

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How your portfolio is looked after

  1. Understanding your plan

    We start from your goals, your timescales and your attitude to risk, the the way your investments are managed reflects what you actually want from them.

  2. Setting the strategy

    Your adviser agrees a suitable approach with you, including whether discretionary management through a specialist manager is right for you.

  3. Managing your portfolio

    Your investments are monitored, with adjustments to your plan made where appropriate as markets move and your circumstances change, so your portfolio doesn't drift from your plan.

  4. Reviewing with you

    We review your portfolio regularly, at least once a year and whenever your life changes, and keep you updated throughout.

What our investment management covers

Active Portfolio management

We take an actively managed approach across our portfolios, monitoring and adjusting them as markets and your circumstances change, rather than leaving your investments to drift.

Discretionary management

Where it suits your circumstances, we may recommend discretionary management in which an investment manager makes day-to-day decisions within limits agreed with you, so changes can be made quickly without asking you each time.

Portfolio resilience through Diversification

Our portfolios are built for long-term resilience, designed to withstand market ups and downs while keeping your money secure. By spreading your investments across a carefully chosen mix of different assets and global regions, we ensure your portfolio isn’t overly reliant on any single market.

Investing in line with your values

If you’d rather your portfolio reflected particular ethical or sustainable principles, we have options available that we can recommend, which follow the same research-led approach as we follow on all other investments.

Ongoing management and reporting

Your portfolio is managed and reported on continuously, with clear updates and regular reviews, so you always have a current picture of how your investments are performing against your plan.

OUR SERVICES

Choosing the right level of risk

We offer a range of portfolios, from cautious to adventurous. Each holds a different mix of cash, bonds and shares, and each behaves differently when markets fall. We work out with you which one fits, based on both how much risk you are comfortable with and how much you can afford to take. Those two are rarely the same.

Cautious

Cautious

What investment management includes

Investment management is a broad term that different firms use to mean different things. Here is specifically what it covers with us.

Long term over short term

Portfolios are built for years, not quarters. Short-term movement is expected rather than reacted to.

Diversification, properly done

Spread across sectors and asset classes, rather than following an index concentrated in a handful of very large companies.

Contributions and tax relief

How much you can pay in, what the government adds on top, and whether you are making the most of it.

Annual allowance and carry forward

What you can contribute each year, and how to use unused allowance from the previous three.

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Careful oversight, so your investments keep working for you

Good investment management is not about reacting to every headline. It’s about a considered, research-led approach and oversight working together to keep your portfolio on course. Where discretionary management suits you, a specialist runs the day-to-day within limits agreed through advice. That leaves your adviser free to focus on you: your questions, your plans and your changing circumstances.  

Your investment questions, answered

What is portfolio management?

Portfolio management usually refers to the mix of investments you hold and how that mix is managed over time, for example spreading your money across different types of assets.

What is investment management?

Investment management means looking after the money you have invested, for example in pensions, ISAs and bonds, so that it stays in line with your goals and attitude to risk. You’ll often see the terms investment management, portfolio management and asset management used to mean similar things.

What is discretionary fund management?

Discretionary Fund Management (DFM) is where a specialist investment manager makes day-to-day investment decisions and portfolio changes on a client’s behalf, within limits agreed through advice, allowing portfolios to be monitored, rebalanced and managed continuously without client approval for each change.

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