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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.
Working with clients for over 30 years
Clients stay with us for the long-term
by the Financial Conduct Authority (FCA)
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.
Our team conducts its own extensive in-house research. The depth and breadth of our capability matches that offered to large institutional investors.
Performance depends on how the research is evaluated. Each member of our team has decades of experience across all market conditions.
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.
We deliver clear and concise communication with our clients including weekly market updates, quarterly valuation reports and performance data.
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.
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.
Schedule a free no-obligation confidential conversation to see if we can be of service.
We will help roadmap your financial goals and build a secure future for you and your family.
We work closely with you to make sure you know where you're investing and how your investments are performing.
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.
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.
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.
Thomas House, 84 Eccleston Square,
London SW1V 1PX
Wealth Management in London is the trading name of Realm Investment Management Ltd. Realm Investment Management Limited is directly Authorised and Regulated by the Financial Conduct Authority under registration number 803673.
The value of your investments can go up as well as down and you may get back less than you originally invested.
Thomas House, 84 Eccleston Square,
Victoria, London SW1V 1PX
Wealth Management in London is the trading name of Realm Investment Management Ltd. Realm Investment Management Limited is directly Authorised and Regulated by the Financial Conduct Authority under registration number 803673.
The value of your investments can go up as well as down and you may get back less than you originally invested.
