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01243 271 291 (9am—5pm Weekdays)

  • Pensions
  • Savings
  • Investments

Our Investment Solutions

At GilesSmith Wealth Management we believe that investing doesn’t need to be complicated – more so, this should be accessible to you.  You don’t have to be rich to consider investing.

Our investment partner, True Potential, provides you with Managed Portfolio’s bringing together a collection of Fund Managers to carefully invest your money. They are in turn overseen by an Independent Investment Committee.

 

Management Style

Having a mix of management styles helps you seize opportunities in all types of market conditions. As markets change, we rebalance our Managed Portfolios towards the management style we believe puts you in the strongest position.

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Geographic Region

By diversifying by countries and regions, you can reduce the chances of one part of the market (for example Europe) performing poorly and pulling down your investment.  At True Potential they believe there is strength in numbers, and apply that thinking to the size of their organisation too. There team brings together over 9,000 investment professionals in 200 locations around the world. This scale of world-class fund managers and partners (the likes of Goldman Sachs, Allianz and UBS for example) has allowed them to create a set of Fully-Managed Investment Portfolios with unique growth opportunities because they have a truly global outlook and network. As well as a world-class investment knowledge, their team includes experience in financial services, regulation, technology and communications.

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Asset Class

Assets can be grouped into types, such as more cautious assets like cash and bonds, and more adventurous assets like equities (shares in private businesses). A well-diversified investment portfolio includes a range of assets that historically do not react to market changes in the same way.

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Managed Portfolio Series

Our Managed Portfolios dynamically manage your money across a range of investment management styles, and is widely considered a safer form if investing.

With wide exposure to world-class investment managers, as well as diversifying your investment by asset class, and geographic region, you will benefit from having more opportunities to grow your money and manage volatility, all in one Portfolio.

As we are committed to helping you reach your goals through our financial planning process [link], we continually ensure your investment matches your chosen risk profile by rebalancing the mix of funds within your Portfolio. We also rebalance for the future, rather than the past, taking an active approach to allocating your money where we see the greatest potential for growth. Plus, while our Managed Portfolio Series rivals products often reserved for high-net-worth investors, you can start with a minimum investment of only £50.

Your capital is at risk. Investments can fluctuate in value and you may get back less than you invest.

Delivering Diversification

Each of our investment solutions offers multi-layer diversification across different management styles, asset classes and geographic regions. Together, these layers of diversification provide you with greater potential for growth and managed volatility within your chosen risk profile. Here is how we diversify:

Geographic Region 
By diversifying by countries and regions, you can reduce the chances of one part of the market (for example Europe) performing poorly and pulling down your investment.
Asset Class 
Assets can be grouped into types, such as more cautious assets like cash and bonds, and more adventurous assets like equities (shares in private businesses). A well-diversified investment portfolio includes a range of assets that historically do not react to market changes in the same way.

Management Style 
Having a mix of management styles helps you seize opportunities in all types of market conditions. As markets change, we rebalance our Managed Portfolios towards the management style we believe puts you in the strongest position.

Our Fees

At Giles Smith we offer straightforward pricing with no hidden fees.  With DirectInvest, you pay us no initial fee and our ongoing annual fee is just 0.50% (other fee’s will apply which include a platform and investment fee)

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To speak to an advisor call 01243 271 291 or make an online enquiry