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.
