Let’s face it investing to the uninitiated looks complex, uncertain and, for some, an emotional experience. That is why, when it comes to investing we believe it is important that you take an intelligent, long term approach that helps you to fulfil your goals and ambitions
With decades of experience and research from our dedicated investment partners, you are in safe hands.
In simple terms
When we talk about investments, many people assume it's all about the return on their money. In reality, it's much more about safeguarding your wealth through managing risk and ensuring that you are properly rewarded for the risks you are taking .
We think the key to successful investing is understanding what you want to achieve, the risks you're prepared to take – and timescales you are working with.
Once we understand that, we'll use our knowledge and experience to build an investment portfolio that's perfect for you. One that's based on a clear strategy and intelligent thinking.
Everything we do is based on our core investment philosophy. Rather than simply taking risks or following fashion, we focus on areas of investment we can control, like capturing returns from the capital market efficiently or driving down costs.
The way we work uses a Nobel prize winning approach to investing, which is based on academic evidence rather than ill considered speculation. It's a belief that the asset allocation of a portfolio (how it's split across assets such as cash, equities, fixed interest or property) plays a bigger role in determining the performance of your portfolio, rather than any selection of individual stocks or shares.
Taking custody of your money is a responsibility we take very seriously and you can be sure the only risks we'll ever take are those worth taking.
"Citywide seem to be doing the investment magic, which is very nice."
Chris Rycroft Financial Planning Client