Financial Services

Our primary goal is to deliver inflation-beating returns over the long term. Our unique, bottom-up investment approach helps us achieve this. We select every investment based on its individual merits, its risks and the long-term returns we expect it to produce. Only then do we view it within the context of the wider portfolio, asking what each investment could bring to the portfolio as a whole.

We invest for the long term and ensure we maintain high conviction in all our holdings. We spend our time focussing on the fundamentals, not prevailing market sentiment, and take an in-depth, hands-on research approach to all the investments we consider adding to portfolios.

For many of our clients, their wealth is hard earned and irreplaceable. We set out to preserve our clients’ wealth, not create them a second fortune. Investing in stock markets can be volatile – while investors will enjoy the upswings, the unavoidable downswings can sometimes be hard to bear. While we use equities or equity-like investments for growth and to stay ahead of inflation, we also construct our portfolios to limit the impact of market setbacks.

A-level Technologies – we help companies assess their skills and choose a new direction which utilizes the talents of the team and resources most productively.

Competitor research & analysis

Business planning & strategy

Research beyond the business plan

We also ensure that the whole team is included in the process and that no one is left out during the turnaround. The most crucial part is ensuring some degree of financial stability during the turnaround.

This is the most worrying part for most clients going through or needing a turnaround; it means that incoming cash flows will change completely. We help ease these issues through fantastic financial projections and a realistic view of what can be accomplished.

Creating a list of potential qualified prospects for your service or product can be daunting when you’re beginning your business. However, this needs to be considered as a follow up on your Target Market Analysis so you can hit the ground running.