Whatever your reason for recommending investing as a strategy for your client – whether they are planning their retirement, building a nest egg for the future or dealing with the proceeds of an inheritance – our innovative approach centres on how we can help make your job easier.
A PORTFOLIO TO MATCH YOUR CLIENT’S VALUES, GOALS AND ATTITUDE TO RISK
Our investment philosophy is underpinned by rigorous, long-term academic research and observation of the markets. But it is your client’s objectives that shape the portfolios we build. Their values, objectives, aspirations and attitude to risk will form the mandate we use to build and manage their investments.
Working in partnership in this way allows us to ensure you have the strongest chance of achieving your client’s objectives and can help them understand and believe in the investment journey they are taking.
WE GIVE ALL OUR CLIENTS A BESPOKE BLEND TO ACHIEVE THEIR OBJECTIVES
Building your client’s portfolio
At Bowmore, we invest across three major asset classes: equities (stocks), fixed-interest investments (bonds) and alternative assets. The term “alternative assets” encompasses a wide range of investment opportunities such as hedge funds, structured products and property.
Our innovative approach
Regardless of risk profile, all Bowmore partners have access to our best ideas and exposure to the same investment opportunities. Our innovative approach has helped us, in some instances, realise enhanced investment returns for clients like yours.
We understand investment risk and have designed robust portfolios to reflect this, with proven downside protection.
The threats your clients face today are very different from those they faced a decade ago, but our portfolios are carefully designed to reduce risk, increase returns and align with your client’s objectives.
This represents typical asset allocation positioning but will change depending on our current market views.
Across all mandates, we offer seven different risk grades, with the blend of investments changing the further up the scale you go – “1” being the most cautious approach to risk and “7” being the most adventurous. Typically, clients will have a greater weighting of fixed interest investments in their portfolio at the lower end of the risk scale, with equity being given a greater proportion at the higher end.
Offering these seven different grades enables us to ensure we accurately reflect your client’s appetite for risk, regardless of their investment mandate.
Our performance is reported and measured. The extensive factsheets section on our Bowmore Asset Management site can provide more detail about the performance of our portfolios.
Find out more about our portfolios here:Factsheets