Managing your money
Your reasons for investing
We believe that all financial decisions, including investment decisions should be made as part of a lifetime financial plan – a road map for what you are trying to achieve, be it planning for your children’s education, saving for retirement or helping your children on to the property ladder.
We can develop this plan with you and from there establish appropriate investment solutions, including suitable tax wrappers such as a self invested personal pension (SIPP) or Individual Savings Accounts (ISAs).
An investment service designed around you
Investing is a complex business which requires skill, knowledge and a significant amount of time. Many people do not have either the knowledge, or time, necessary to look after their investments effectively and so they turn to companies like us, which offer an investment management service.
Our discretionary investment management service is designed for clients with £100,000 or more to invest.
Our experienced investment management team will research and select from a wide range of investment strategies and asset classes to provide clients with a diversified portfolio of investments consistent with both their investment objectives and attitude to risk. Regular reports and updates keep clients informed and up-to-date with their investment performance.
Understanding your comfort level
There are few guarantees with investing but we believe that there is a greater chance of success if we put into place an investment strategy that is designed around a level of investment volatility that you understand and are comfortable with.
We can provide you with an upper and lower range of probable returns that you might expect for different levels of risk. This approach gives you greater clarity and peace of mind about the future.
Our investment approach
We aim to minimise the risks of investing for the level of return required and this is achieved by spreading your portfolio across a wide range of carefully researched investments and actively managing this blend on your behalf.
Your money is invested in funds or collective investments, providing a further spread of risk. We have no restrictions on which managers we select and seek out the leading investment managers from across the globe to bring their expertise to bear on your portfolio.
Your portfolio is then reviewed on a daily basis and proactively managed to ensure that the investments we hold for you remain the most appropriate to meet your objectives.
If you require any further information about our Discretionary Investment Management service, please don’t hesitate to contact us.
View our brochure - Taking care of your investments
The Towry Discretionary Investment Management service invests in assets which can go down as well as up in value. This means that the value of your portfolio can fluctuate and, therefore, you could get back less than you invest.