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 a fully integrated service, which is specifically tailored to meet your needs, giving you peace of mind that your financial planning aims are consistent with your portfolio of investments.
As a client you can access our investment management service on either an advisory or discretionary basis. Both services 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.
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.
And because we are fully independent and have no internal funds or products to sell, you can rest assured that any decisions we make or recommend for your portfolio have your best interests at heart.
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.