Wright Fawler provides a complete asset allocation service by delivering tailored portfolio administration and wealth planning. Our attitude to managing wealth is measured and client-oriented, with a consistent focus on preserving capital and delivering strong risk-adjusted returns.
Having your own unique requirements you may choose to access only specific services from Wright Fawler. In particular you may have your own wealth planning adviser or be already finantially committed to other investment solutions. Nethertheless we usually provide a couple of below listed broad stages of advice as part of your service with us. We certainly will:
- Conduct an in-depth review of your financial situation, objectives and risk tolerance;
- Establish the most tax-efficient structures enabling to hold your assets;
- Recommend an appropriate strategy of asset allocation. Select the most suitable investments within each asset class
- Provide on-going tactical asset administration, monitoring and reporting.
Fawler’s superior objective is bound with building of long-term relationships with its clients in contrast to pursuing of short-term corporate objectives. This approach enables us to offer a customised service and to structure portfolios according to individual requirements of our customers, as opposed to simply using generic models. At Wright Fawler you will be supported by a dedicated team led by an experienced portfolio manager. We understand the need for genuine flexibility to accommodate change and the unexpected, and we will close cooperate to meet your requirements. Our recommendations are clear and realistic about what is achievable and advisable.
Our risk management framework is core to our investment approach. This ensures clients’ assets are managed in line with agreed objectives and parameters. In order to limit investment risk we apply the following methods for each investment option:
- Investing throughout different types of assets;
- Allocating with a number of different portfolio managers;
- Investing across different countries;
- Buying into a number of different types of investments in each asset type.
