Investment Management

This service may be a part of our full financial advisory service, or may be taken separately by clients who require only our investment management capability.

Our investment philosophy recognises the objectives of creating and preserving wealth for the long-term. Consequently, the strategies we recommend and implement usually have a long-term view rather than a focus on short-term market events.

Throughout the full economic and market cycle, we seek investments that offer substantial underlying value, meaning they are appropriately priced in relation to thier growth prospects. We also focus on businesses that have the capacity to generate sustainable and growing income streams. We believe in diversification across and within the asset classes. We endeavour to minimise fees and taxes by using the appropriate investment structure. The application of the above principles and methodology is tailored to each client.

Usually this occurs in consultation with other professionals in our team to ensure that our advice takes into account the total circumstances, needs and aspirations of our clients.
We at Focus Partners Financial Services can tailor our services in this area to help you with the growth of your wealth.

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