Investment management tools

We achieve your investment objectives with the assistance of well-proven financial planning tools, including:

FinaMetrica

Without accurate assessment of your tolerance to investment risk, it will be impossible to ensure that the correct portfolio is constructed for you.

We use highly sophisticated psychometric risk-profiling software from FinaMetrica Limited, a leading Australian risk-analysis company.

The detailed research leading to this risk profiling system was undertaken by academics in USA and Australia.

The FinaMetrica system has received independent verification that it exceeds internationally accepted psychometric standards.

Based on your answers to 25 questions, we will evaluate your risk capacity to adopt an appropriate asset allocation strategy.

We want to ensure that we capture the available returns. We also want you to be able to leave us to manage your money whilst you live your life without investment worries!

For more information on FinaMetrica’s system visit www.myrisktolerance.com

 

Investment fund administration

We take administration of your assets very seriously. Security, efficiency and low cost are key elements of the service provided by our strategic partners, Raymond James Investment Services Limited and Pershing Securities Limited.

 

Raymond James Investment Services Limited

Raymond James Investment Services Limited (Raymond James) is the UK private client investment management arm of Raymond James Financial, Inc., a diversified financial services company headquartered in St. Petersburg, Florida, USA..

For more information on Raymond James Financial Inc, please visit www.raymondjames.com

 

Pershing Securities Limited

Pershing Securities Limited (PSL) is part of the Bank of New York Mellon Corporation, one of the world’s strongest financial institutions, with $29.9 trillion in client assets under custody and administration at 31 December 2016.

In compliance with the Financial Conduct Authority’s Client Asset Rules, your investments are held on trust in accounts segregated from PSL’s own assets. In other words, they are ring-fenced from PSL’s own corporate assets. Therefore, in the unlikely event of default by PSL, your assets would be allocated to you as the beneficial owner.

In addition, the FCA’s Client Asset Rules require PSL to perform regular checks to verify that investor assets held in trust are accurately recorded.

In the unlikely event that PSL had failed to properly apply the FCA’s Client Asset Rules and had also defaulted on its obligations, eligible investors would be able to make a claim to the Financial Services Compensation Scheme (FSCS) for any assets lost by PSL. The FSCS provides cover up to £50,000 per eligible claimant for investments.

For more information on the FSCS, visit www.fscs.org.uk

PSL also has additional insurance policies in force to protect against financial loss caused by events such as forgery, fraud and computer crime.

For more information visit www.pershing.com

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