Centralised Investment Proposition (CIP)
The investment universe available has been filtered down to a manageable number of choices, focusing on investment solutions that have at their heart long-term wealth preservation and enhancement within a risk-controlled framework, facilitating a breadth of choice across a range of investment styles including; Active, Blended and Passive, across Traditional and Responsible asset allocation mixes. We use leading global fund management houses and specialist niche Investment Managers.
Our key beliefs:
Asset Allocation
Long term investing
Diversification
Different Approach
Embracing years of academic research, each of our chosen solutions invests in a broad range of assets, while offering a different balance between risk and reward. Our approach to asset allocation is focused on your client’s journey, and we’re able to support the growth of wealth through the accumulation phase of their financial journey, as well as shift focus to income through retirement. This means our chosen solutions progress from low-risk, low-reward ones that favour wealth preservation, to higher-risk, higher-reward solutions that focus on capital growth.
We believe in 'time in the market', not 'timing the market'. Giving time for money to grow, means clients are better positioned to ride out the inevitable fluctuations that come with investing, both before and, when appropriate, throughout retirement.
Sitting at the heart of each investment solution, we offer exclusively multi-asset access to markets, spreading risk across multiple asset classes, geographies, and sectors, through different investment styles.
Our CIP is agnostic to style. Regardless of your own investment philosophy beliefs, our CIP houses a range of different styles and approaches to ensure you have the right options for your clients.