Belgrave Asset Management
Independent Financial Advisers
Portfolio Management
Making Your Money Work - The Bigger Picture
Our portfolio management service employs a holistic approach. We think it makes sense to look at the bigger picture and recognise how one investment decision can impact on another. This is inevitably a bespoke service as your own assets and options are unique to you.
Professional Investment Advice
Our small team of highly skilled investment advisers work closely with you to design and build a personal portfolio of investments tailored to your needs and preferences. Each of our advisers is an expert in a specific area. We work together to ensure you receive the best possible advice.
Personal Financial Goals
We begin with an in-depth analysis of your financial goals and assess these in relation to your current financial situation. From there we are able to consider which investment opportunities are most likely to outperform your existing portfolio. Our investment criteria are detailed and stringent. We are not satisfied with the standard tests for risk and performance; our benchmarks are set far higher.
Your Portfolio
Our approach to wealth management gives you access to financial solutions across the spectrum, allowing you to have a broad and hard-working portfolio. Investment options include:
- Unit Trusts
- Open-ended Investment Companies (OEICs)
- Bonds
- Shares
- Investment Trusts
- Fixed Interest Funds
- Cash Deposits
- Property
Staying Informed
None of our work is conducted behind closed doors. We work closely with you at every stage and ensure that you are regularly updated with information on how your investments are performing. This includes:
- In-depth Market Analysis
- Fund Performance Information
- Proactive Recommendations
Philippa Mainstone
Investment Director
