by clicking the arrows at the side of the page, or by using the toolbar.
by clicking anywhere on the page.
by dragging the page around when zoomed in.
by clicking anywhere on the page when zoomed in.
web sites or send emails by clicking on hyperlinks.
Email this page to a friend
Search this issue
Index - jump to page or section
Archive - view past issues
Expat Investor : September 2008
PORTFOLIO MANAGEMENT The art of successful portfolio management How your investment portfolio fares will depend to a large extent on the skill and judgement of the manager looking it. Here, top offshore investment managers reveal what they can do for your wealth aims and objectives. explains that the portfolio is monitored actively and dynamically whilst producing client “... when conditions are poor, we seek to protect capital as we see no reason to remain static in falling markets, blinded by the headlights when market conditions deteriorate. If investors want to make positive real returns, they must take some degree of risk. What they must not do is take unnecessary risks” reports on a regular, quarterly basis, but informally at any time. Changes in strategy and/or economic circumstances are also communicated personally through the highest levels of service. This investment management company’s philosophy is to invest in what makes sense rather than the contents of a benchmark or the latest fad. “When the market outlook is Ashburton’s bespoke portfolio service is a personal, tailored, investment solution designed to meet a client’s individual requirements. Gobal Sales Director, Gavin Fraser, says this service is achieved by creating a portfolio that suits an 14 EXPAT INVESTOR ? investor’s individual needs, attitude to risk and any personal preferences. If investors want to generate a specific level of income, limit particular asset class exposures, or even adopt an ethical approach to their assets, this can also be accommodated. September 2008 Ashburton offers a dedicated investment team who work personally with each client to provide advice, interpret their individual needs, understand investment objectives, their attitude to risk and agree on reference points for performance measurement. The expatinvestor.com team aim to provide real returns that can be spent “bearing in mind that cash deposits will always provide positive returns.We appreciate that investors like to make money and, in most cases, hate losing money even more!” Once constructed, Mr Fraser favourable, we will look for profitable opportunities to exploit for our clients. However,when conditions are poor, we seek to protect capital as we see no reason to remain static in falling markets, blinded by the headlights when market conditions deteriorate. If investors want to make positive real returns, they must take some degree of risk. What they must not do is take unnecessary risks,” explains Mr Fraser. Maximising returns with the minimal amount of risk is one of the cornerstones of the Ashburton investment philosophy. The typical asset allocation includes international equities, international bonds, exchange traded funds, funds of hedge funds, cash instruments and deposits. The minimum investment is £1million
July August 2008