Intelligent Investing™

bringing your financial plan to life

Your Wealth

Owning a diversified portfolio of assets over time is a proven strategy for building your wealth.

Your Purchasing Power

Preserving the purchasing power of your money is critical for funding your future lifestyle.

Your Goals

Staying invested is a proven way of meeting long-term goals, like maximising your retirement income.

What is Intelligent Investing™?

The roots of our investment programme come from investment theory and academia drawn from the work and research of three Nobel Prize winners. 

We often refer to the way we invest as a ‘systematic’ or ‘evidence-based’ approach. It is a disciplined, rules-based, and unemotional approach to investing.

What are our core investment principles and beliefs?

In a systematic approach, returns come predominantly from markets, not from fund manager skill. 

Investing in a broadly diversified portfolio where costs are controlled and kept to a minimum is at the very heart of our investment approach.

How do we build our clients' portfolios?

Building portfolios for our clients requires research, due diligence and a healthy dose of common sense.

Our investment process is a three-stage model, which we’ve been running successfully for over 10 years. 

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Bonds and Interest Rates

Bonds and Base Rates

Investors sometimes convince themselves that they know what the future holds and seek to position their portfolio to benefit from that knowledge. As one of our clients, you will know that this is not a

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A guide to surviving a stock market crash

A brief dive into investor psychology, how stock market downturns can affect our ability to make rational decisions, and the opportunities and dangers that can arise. For most of us, investing is a necessary part

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Tips for unsettling times

Tips for unsettling times

The news today can feel a little bit unsettling. There is no doubt that these are tough emotional times for investors. Russia’s invasion and brutal war in Ukraine is unsettling on both a human and an economic

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