Fund Selection

​In conjunction with Elston Portfolio Management we construct and manage our own model portfolios utilising technology provided by Financial Express. These are constructed using risk parameters to provide global exposure via funds which we consider offer the potential to outperform. They will combine active and passive / tracker funds to offer value for money. 

 

Elston provide us with London-level research and analysis and sit on our joint, investment committee to provide a robust and efficient analysis on an ongoing basis. In addition to the added layer of research, we can manage these portfolios on a discretionary basis as well as advisory. Discretionary means as and when we make a fund change, we can update all of our client portfolios at the same time, without your prior consent, bringing about significant timing efficiencies to ensure everyone is always in the correct funds and models. In these times of global instability, the ability to offer this service is  vital.