Wealth Management is an important part of our service to you and encompasses both the growing and protecting of your hard earned investments. Our investment process is consistent across all products so whether an allocation to an ISA, an International Portfolio Bond or your Pension the same level of due diligence is applied. Importantly we manage this in house and do not outsource this at additional cost to clients.
In most instances, your money will be invested in a selection of funds that, grouped together as a portfolio for diversification, forms one of our portfolios. These range from AWM 1, our lowest risk portfolio invested in cash, bonds and absolute return funds primarily to protect returns and collect steady income and dividends to AWM 5, our highest risk grouping focusing mainly on equities from UK to the US to some of the Emerging and frontier markets.
You can have confidence that whichever grouping we place a portion of your estate in it will be focused on achieving the objectives in the medium to long term set out to you by your dedicated adviser.
Most client funds will be invested in retail products using regulated UCIT compliant funds but we also have specialist parts of our Wealth Management proposition that has helps investment in unlisted equities, many qualifying for Seed EIS or EIS status and allows some to invest in UCIS funds. Please ask your adviser if these could form part of your wealth management service with Ascot Wealth Management.
Our investment process is summarised in our dedicated Investment Process document attached here and summarised in the sections below:
Having spent many years in the markets we believe we have produced fresh, forward thinking investment solutions which is constantly challenged and evolves constantly alongside the company.
Our strategies mix both passive and active management styles based on our view of market cycles and the economy to create a robust multi-asset portfolio. We endeavour to protect and enhance the returns for our clients by having a flexible structure which is adaptable to the markets as well as client circumstances.
The portfolios, including the wrap charges are still brought to you for sub 1% per annum. Over an extended period this cost saving is crucial to your portfolio growth.
Our investment process is summarised in our dedicated Investment Process document attached here and summarised in the sections below.