Asset Allocation

Central to investment performance is the establishment of an appropriate asset allocation for each of our clients.

This identifies how much is invested in different asset classes; the main ones being cash, property, equities, debt and commodities.

In order to establish an asset allocation for client we consider:

  • Short term needs
  • Attitude to risk
  • Market timing
  • Tax issues

Once this is agreed we advise on which specific investments to retain or purchase.

Interested? Contact us here.