Our investment approach
We partner with Hymans Robertson Investment Services (HRIS) – a specialist UK wide discretionary fund management (DFM) business who have designed an investment proposition appropriate for a number of our clients.
Following extensive market research and due diligence, we selected HRIS for their strong investment credentials, disciplined approach and long-standing experience in supporting UK financial advice firms.
HRIS are part of the wider Hymans Robertson group and specialise in designing and managing model portfolio services. Their role is to actively select, monitor and manage a diversified range of funds, helping to ensure portfolios remain aligned to their stated objectives in changing market conditions. This allows us to combine their investment expertise with our focus on delivering high-quality financial planning and client outcomes.
We have been working in partnership with HRIS for several years, building a trusted relationship that supports the needs of our clients. As many of our clients utilise the HRIS investment proposition, this partnership enables us to offer a robust, well-governed investment solution.
Your Financial Adviser will be able to provide you with more detail about the HRIS portfolios and assess their suitability based on your individual needs, objectives and attitude to risk. It is essential that any investment portfolio reflects your personal financial goals, time horizon and preferences. Where appropriate, alternative investment solutions will always be considered and discussed with you.
Our investment process, strategy and fund performance are overseen by our Investment Management Committee, which meets quarterly to review portfolio positioning, performance and broader market developments. This ensures ongoing oversight and governance of the solutions we recommend.
You can read more about our relationship with HRIS and access their latest insights, including their monthly Market Digest, by clicking here.