Our award-winning in-house team of investment experts works to ensure your assets are invested in the right way to help you achieve your financial goals

Your Saunderson House financial adviser will work closely with our investment specialists to construct a portfolio that is aligned with your financial plan. This ensures you receive fully integrated investment services which are specifically tailored to meet your needs, giving you peace of mind that your financial planning aims are consistent with your portfolio of investments and assets.

What are investment services? Saunderson House can guide you

As a client you can access our investment services on either an advisory or discretionary basis. Both are built on the research undertaken by our fully qualified investment research team, which is responsible for analysing the global economic environment, scrutinising asset valuations and selecting expert fund managers.

Our investment team follow our highly successful investment philosophy, which has delivered strong returns for more than 10 years and forms the basis of our investment process.

We accommodate bespoke mandates, as well as offering a range of 12 model portfolios to align with your individual risk profile, objectives and time horizon.

We are fully independent and have no internal funds or products to sell, so you can rest assured that any decisions we make or recommend for your portfolio have your best interests at heart.

To ensure our process is thorough and rigorous, the team’s asset allocation and fund recommendations are scrutinised by our Investment Committee – comprised of internal and external specialists.

Advisory Investment Service

If you would like to be involved in the investment decisions made for your portfolio, our advisory service may be ideal for you. Recommendations will be made to you based on analysis by the investment team, which your adviser will then interpret within the context of your individual circumstances, ensuring a tailored advice service. You can then choose whether to follow the investment recommendations you receive.

Discretionary Management Service

If you would prefer the day-to-day management of your portfolio to be handled by us, our discretionary management service may be well suited to you. This service means adjustments to asset allocation and the funds held in your portfolio will be handled by us, along with day-to-day portfolio administration. Through ongoing communication with your Saunderson House financial adviser, your portfolio manager will gain a detailed understanding of your investment requirements.

Get in touch with a member of our expert team today and see how our investment services can help you.

Key Contact

Ian McNally
Director
Ian began his career in Financial Services in 1986 Read More

The Team

Andrew Birt
Andrew Birt
Investment Director
Emma Bennie
Emma Bennie
Head of Discretionary
Ben Williams
Ben Williams
Head of Fund Research
Minal Jivraj
Minal Jivraj
Investment Analyst
Daniel O’Sullivan
Daniel O’Sullivan
Senior Portfolio Manager
David Morcher, FCA FRM
David Morcher, FCA FRM
Investment Analyst
Bogdan Pop
Bogdan Pop
Investment Analyst
Quentin De Bottini
Quentin De Bottini
Investment Analyst

Contact us

If you would like further information about our services or would like to arrange a complimentary, obligation-free telephone conversation or meeting to discuss your requirements, please contact us.

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