Realm is a London-based Wealth Management firm.

I’ve been helping clients successfully manage their investments and reach their financial goals for more than thirty years. My company ‘Realm Investment Management’ may be able to help you too.

If you have questions or concerns about your financial future, investments, or pension arrangements then please book an informal chat with me today. We’ll quickly find out if we can be of service and if so, agree a time for a confidential, no-obligation consultation.

If you are looking for a wealth management service from an experienced team that have time for their clients, then book a chat with me now.

Established

Working with clients for over 30 years

Unrestricted

Unrestricted access to global markets

Trusted

Clients stay with us for the long-term

Regulated

by the Financial Conduct Authority (FCA)

We are Proud to be working with clients for over 30 Years

Our strategies are diversified portfolios of investments in a range of asset classes that are managed by a process of active asset allocation and investment selection. The portfolios are composed of active funds, passive trackers (where applicable) and investment trusts. In our Active and Aggressive portfolios certain funds with limited liquidity may also be considered.

We manage the process of making your money and investments work hard, so you don't have to

We help our clients achieve their financial goals and build a secure future for themselves and their families.

Our investment approach will differentiate us from many firms. Firstly, our investment research is conducted exclusively in-house. Most investment firms acquire their research from the same third-party sources often resulting in a “sameness” approach across managers. Whilst we do not strive to be different, our independent approach often means we hold a different view to many fund managers.

Secondly, we believe in Active Management and although we are not adverse to using low cost index-tracker funds, we always seek to add value through experienced fund managers who can out-perform passive investment strategies.  

Our investment process was developed over many years and employs a unique top-down asset allocation and fund selection methodology with an emphasis on managing risk and preserving capital.

What Our Clients Think

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“Their services and abilities are so excellent”

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“Personal touch has been second to none”

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“It’s difficult to fault Realm’s service“

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“Very honest approach”

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“Great service and conscientious”

“Straight talking, trustworthy individuals”

What you can expect from us

Research

Our team conducts its own extensive in-house research. The depth and breadth of our capability matches that offered to large institutional investors.

Evaluate

Performance depends on how the research is evaluated. Each member of our team has decades of experience across all market conditions.

Allocate

There is virtue in spreading investments but the real skill is allocating efficiently to those assets which will deliver and at the same time actively managing risk.

Liaise

We deliver clear and concise communication with our clients including weekly market updates, quarterly valuation reports and performance data.

Monitor

Many managers review their positions monthly or even quarterly. That's not enough. We constantly monitor so we can respond quickly should the need arise.

Choosing the right type of investment for you

We manage a range of investment portfolios, five of which are differentiated by the level of investment risk.

Whilst income is defined by its investment objective for income rather than capital growth, in this section we explain how we define the investment risk for each of the five risk graded portfolios.

It is worth mentioning that Investment theory states that to achieve a higher investment return you should accept a higher level of investment risk.

The theory also suggests that these two variables can be matched to achieve an optimum position so that, once you have been able to define your attitude to investment risk your investments can then be allocated to achieve an optimum result.

Finally, the theory goes on to suggest that higher risk assets such as shares, will outperform most other investments and the risk of holding these assets will diminish over time. It follows that your time frame will be a key determinant when defining your investment objectives.

Download Our Free Brochure

Download Our Free Brochure

“How do I get started planning my financial future?”

Book a chat

Schedule a free no-obligation confidential conversation to see if we can be of service.

Investment overview and goals

We will help roadmap your financial goals and build a secure future for you and your family.

Make your money work for you

We work closely with you to make sure you know where you're investing and how your investments are performing.

Trusted Financial Planning & Advice with Over 30 Years' Experience

Personalised Service

We build long-term relationships with our clients and stay closely in touch. We are a relatively small team but have considerable experience managing investments.

Out-Performance

Our range of risk-assessed portfolios have been live since 2012. They were designed with the aim of delivering superior risk-adjusted returns and have out-performed their benchmarks. 

Proactive Management

Our proven investment process employs a unique top-down proactive asset allocation and fund selection methodology with an emphasis on managing risk and preserving capital.

Download Our Free Brochure