Our financial planning and financial modelling services help establish what risk (if any) you need to take with your capital to achieve your longer-term goals, and the level of return we need to target. Our in-house wealth management service, which includes investment management, asset management and tax planning, helps you to achieve those goals.

We launched Quantum Investment Portfolios in 2010. A solid investment solution, it aims to outperform cash and keep pace with inflation, but just as importantly, to restrict the level of risk and volatility seen in global equity markets since 2008.

We work closely with Independent Strategic Research (ISR), which monitors over 6,000 funds in the FCA-authorised universe. Our research filters the funds on 15 different quantitative variables before considering them on a qualitative basis. This effectively identifies the best funds in each sector, which form our core list of funds. Each fund is constantly monitored, and we recommend a switch if there is any change in performance.

We’ve built seven portfolios that are run on a real return basis. These have all tended to demonstrate considerably lower volatility than equity markets. By reducing volatility in our portfolios, we hope to give you the confidence to stay invested, therefore benefiting from the compounding effect of investment returns.

Our managers have the expertise and fund mandate to produce returns in all market conditions. This varies significantly from traditional equity investment, where managers are reliant on increasing asset prices to make money.

 

The value of your investment and the income derived from it can go down as well as up and you may get back less than you originally invested.

 

To discuss how we can tailor our services to meet your needs, please get in touch