Our investment philosophy
We’re transparent in everything we do for our clients, so it’s incredibly important that you understand the approach we take to investments. As always, we explain everything in plain English, but if you have any questions about our investment philosophy, get in touch.
What is our investment philosophy?
An actively managed investment strategy can bring real benefits to investors and add significantly to the value of your investments. Good quality funds potentially deliver excellent returns, and the right mix of strategies produces a portfolio with greater investment potential and less market risk.
Investment success is down to a multitude of factors and a search for influences that can make a difference, from the structure of a fund to the history of the fund manager and the culture of the business they work for.
We are aware that some clients would like their investment strategy managed with an ethical, social, governance focus, we can advise and accommodate and have a detailed ESG questionnaire to go through for those clients that want their investments to have a positive impact.
What is our investment philosophy?
What our strategy does…
- It selects exposure to multiple strategies and high levels of diversification to ensure that investments don’t underperform.
- Follows a rigorous quantitative research process followed by an in-depth qualitative overlay.
- Uses optimisation technology developed by our third-party investment managers. The “optimiser” is based on the diversification ratio.
- Maximises the level of market participation for any given level of risk, which helps drive returns.
- Builds a portfolio of funds with different strategies to create a very low conviction portfolio that should, theoretically, thrive in any market conditions as some investments will always be going up.
- Puts risk at the forefront of everything to ensure that our portfolios are not overly exposed on the downside.
What are the benefits for you?
- An independent and trusted investment partner.
- The ability to combine proprietary technology with proven data heritage, experienced fund research professionals and portfolio managers.
- Full transparency in terms of model construction, ongoing monitoring and portfolio reviews and costs.
- A range of models to suit various needs from both investment style and cost.
- Risk optimised models designed to maximise returns aligned to the client’s appropriate risk level and investment horizon.
- A multi-award-winning company demonstrating expertise in the market.
Our third-party investment managers research team
The portfolios are run on a team basis, ensuring a spread of ideas and helping to eliminate any “key-man risk”. Currently, the team consists of three portfolio managers based in the UK who are supported by a team of seven analysts spread across London and Hong Kong offices.
All investment staff are required to show a commitment to excellence in the industry by either holding a Chartered investment qualification or working towards one. All have a commitment to independent, unbiased research and are bound by a strict code of conduct to that effect.
Head Office
85 Tottenham Court Road, London, W1T 4TQClient Support Team
Office 6, The Messenger Centre, Crown Lane, Tinwell, Stamford, PE9 3UFDelaunay Wealth Management Limited is authorised and regulated by the Financial Conduct Authority (806635). Registered in the UK at Atlas Chambers, 33 West Street, Brighton, East Sussex, BN1 2RE. Company Registration Number: 08107472. The Financial Conduct Authority does not regulate taxation and trust advice and employee benefits.
Should you have cause to complain and you are not satisfied with our response to your complaint, you may be able to refer it to the Financial Ombudsman Service, which can be contacted as follows: The Financial Ombudsman Service, Exchange Tower, London, E14 9SR www.financial-ombudsman.org.uk
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