Investment Management
We possess expertise in both public and private markets and are pleased to offer advice accordingly. However, liquidity and accurate valuations are crucial to our clients, which is why we concentrate on public markets and liquid assets.
The average investor is often unaware of the investment management fee structure. They pay a percentage to their financial advisor who selects the funds, a percentage to each manager who oversees a fund, as well as numerous transaction fees associated with trading.
We charge a 50 basis point fee to cover our overheads and a 10% performance fee. In this way, our interests are aligned with yours, at a fraction of the typical cost. We ensure transparency with no double charging or hidden fees.
Our Historical Returns
It is prudent to begin with a cautionary note: past returns are not a guarantee for future results.
Our track record has been impressive. Over a six-year investment period, we achieved a 350.7% return, in contrast to the market's 38.4%. This equates to an annualised rate of 39.6%, compared to the market's 5.8%.
Furthermore, our Sharpe ratio during this period was 0.74, significantly outperforming the market's 0.27, indicating superior risk-adjusted returns.
Our Investment Vehicles
SIPP
A tax-efficient investment wrapper used for saving and investing for retirement in the UK.
ISA
A Stocks & Shares ISA is an investment wrapper with annual investment limits but allowing for tax free investment returns
Personal Margin Account
A personal margin account is a brokerage account that allows an individual investor to borrow money from a broker to buy stocks and other financial assets.
Corporate Margin Account
A corporate margin account is a brokerage account that allows a corporate investor to borrow money from a broker to buy stocks and other financial assets.