AWMI

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Portfolios

Our range of portfolios are specifically tailored to meet your needs and aspirations, drawing upon a disciplined investment philosophy and sophisticated process.

Our investment process has proven its value through vastly different market environments, and we always employ the same rigorous, disciplined process to manage and advise clients. AWMI has particular expertise in the control of risk and volatility through our multi-asset approach to investment, allowing us to construct portfolios producing superior risk adjusted returns.

Portfolio Management Services

Your wealth benefits from the full capabilities of our experience and expertise where we manage your wealth on a day-to-day basis. Portfolios are constructed using either direct investments or collectives depending upon your individual requirements. We provide three management services:

Delegated Discretionary Management involves an initial consultation with you, and once clear parameters have been agreed to, AWMI will then make all investment decisions and executions on your behalf. This service is designed for people who would like to have their portfolios managed for them.

Advisory Discretionary Management also involves an initial consultation with you, where clear parameters are set. However, AWMI will only make changes to the portfolio after obtaining permission from you. This service is designed for people who would like to have their portfolios managed for them, and be notified before any changes are made.

Administration & Execution Service is designed for people who want to have control over their portfolio and make all investment decisions themselves. Once instructed by you, AWMI will then take care of all execution and administration on your portfolio.

For further information please complete our Enquiry Form.