About Us >> Investment Expertise
Our experienced investment specialists are of the highest calibre and are there to ensure your investment strategy is implemented successfully. We believe honesty and integrity are vital aspects of the overall quality investment service we provide.
Collins Stewart Wealth Management frequently wins recognition and awards from independent bodies for the quality of our products and services. As leading investment managers and stockbrokers, we have the knowledge, modern infrastructure and resources to be successful in today’s financial services industry.
A team based investment philosophy
Overseen by our Chief Investment Officer (CIO) our rigorous investment process is agreed through a series of investment committees. These incorporate asset allocation, fund selection, stock selection, fixed income, currency strategy and alternative asset class views. From this comes a coherent investment policy. This is then brought together by your local portfolio manager to reflect your needs.
Innovative thinking and flexibility are essential in today’s fast moving and ever-changing markets. Our experienced team provide access to a wealth of investment opportunities.
Trademark features of our investment process include:
- A longstanding use of alternative asset classes.
- Advantage of using Quest™, Collins Stewart’s proprietary equity research tool.
- One of the largest multi-manager and fund selection teams in the British Isles.
- Investments across the full spectrum of asset classes including cash, bonds, property, equities, hedge funds and commodities.
- Innovator with a record of making strategic investments ahead of peers.
Multi-faceted investment approach
Collins Stewart Wealth Management investment process has numerous inputs and disciplines to reach its investment policy. At the centre of our active investment process, which incorporates research on equities, bonds and funds, is your portfolio.
Our risk management procedures are designed to ensure our investment views are consistent with your investment objective(s) and aim to keep downside risk to a minimum. This is particularly important during periods of turbulence in equity markets.
This investment process is available to you in a range of portfolio management and stockbroking services.