Our Investment Philosophy combines the emotional and scientific dimensions of investing and can guide you when we look to tailor your portfolio.

What kind of investor are you?

There are many facets to your financial personality and many ways to manage money. We believe that it plays an important role as we aim to reflect your financial personality and your investment objectives more closely.

By considering the human aspects of investment decision making and reviewing every aspect of your wealth, we can gain a more accurate understanding of you as an investor. We can also better assess how comfortable you are with risk, and which risk level we should maintain for your portfolio.

Behavioural finance and psychology

Using our extensive knowledge of Behavioural Finance, we have created our unique Investment Philosophy. As a scientific approach to investment management it puts each investor at the heart of everything we do.

Our Investment Philosophy combines modern portfolio management techniques with insights from Behavioural Finance and psychology. The result is an investment strategy that is truly tailored to an investor’s circumstances, objectives and financial personality.

Explore our Investment Philosophy in more detail and the research carried out by our Behavioural Finance team.