Investment Management

Acumulation - For individuals who are working saving towards an objective - house, company buyout, retirement sit within our accumulation portfolios. These portfolios look at reinvesting capital and taking risks in line with an individuals capacity for risk to help grow their portfolios.
Decumulation (Income) - For those that are retired or just needing some extra money our income portfolios look to give a steady income which remaining invested. Depending on your appetite for risk and level income will dictate whether some is in de-accumulation at this point
Preservation - Often for individuals who succession planning our preservation portfolios aim to protect an individuals wealth and grow in line with inflation. A lot of clients in this portfolio may also blend this with our income portfolios.