Designed to suit individual needs

Our discretionary Bespoke Portfolio Service has been specifically developed for investors who require very personal wealth management within a disciplined investment management process. The Service provides tailored investment solutions designed to meet our high net worth clients specific investment requirements. Our unequivocal objectives are to produce relatively non-volatile, absolute returns that grow consistently over time and to forge personal relationships through the highest level of service.

Flexible, active management

Through careful analysis of the global economy and investment cycle, we invest in assets we like and avoid those we dont. We believe portfolios need to be rewarded for taking the risk associated with an investment, bearing in mind that cash deposits will always provide positive returns.

We invest in what makes sense rather than the contents of a benchmark or the latest fad. When the market outlook is favourable, we will look for profitable opportunities to exploit for our clients. However, when conditions are poor, we seek to protect capital, as we see no reason to remain static in falling markets, blinded by the headlights, when market conditions deteriorate.

Tailored portfolios

We aim to create a portfolio that suits our investors individual needs, attitude to risk and any personal preferences. If investors want to generate a specific level of income, limit particular asset class exposures or even adopt an ethical approach to their assets, this can be accommodated.

Performance

We appreciate that investors like to make money and, in most cases, hate losing money even more. Whilst our first consideration is to protect their assets and avoid unneccesary risk, our challenge is to provide meaningful absolute returns, using the skills and proprietary tools of the Ashburton investment team. Over the years, this approach has produced results that compare favourably with our peers, not only in terms of total returns, but also the level of risk to which our clients have been exposed.

Risk management

If investors want to make positive real returns, they must take some degree of risk. What they must not do is take unnecessary risks. Maximising returns with the minimal amount of risk is one of the cornerstones of the Ashburton investment philosophy.

Personal contact

We believe it is vitally important our investors understand what we are doing and why we are doing it. This gives them the sleep at night assurance that their portfolios are being properly managed. Our relationship management team and the investors own investment managers are also accessible to answer concerns or queries.

Quarterly reporting

In addition to continuous monitoring, we will correspond with investors on a quarterly basis, providing:

• Investment commentary, written by the investment manager
• Detailed performance report of the portfolio
• A full valuation of the portfolio Bank statements
• A capital actvitiy report An income statement
• A profit and loss statement
• A breakdown of portfolio currency exposure.