Our Investment Philosophy

Evidence based Approach

White Paper

We take an evidenced based approach to managing our clients money.

We are considered, we think long term and we work with our clients to ensure their investments are tailored to their long term strategy and their long term outcomes.

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White Paper

Our model portfolios are our best thinking around how to put together portfolios designed to meet our clients objectives.

Our Investment Committee uses a long term strategic asset allocation approach. We source considered long term views and review these views quarterly.

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White Paper

Asset Allocation Report - June 2019

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White Paper

Asset Allocation Report - September 2019

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Asset Allocation Report - December 2019

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The Market Cycle of Emotions

All investors suffer from behavioural biases, our role is to help our clients be aware of their personal biases and keep them focussed on the longer term.

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White Paper

The COVID-19 outbreak.

The latest thinking from the Investment Committee on the COVID-19 outbreak impact on financial markets

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White Paper

How to deal with the impact COVID-19 is having on financial markets

Emotions play a huge part in how we as humans react, this whitepaper seeks to explain why we feel the way we do.

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IWP Economic and Market Update - April 2020

Markets have recovered somewhat from lows, however, there is still significant uncertainty in the world. Our economic and market update should help provide some clarity around the value of being a patient long term holder of capital.

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Asset Allocation Report - March 2020

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