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An Investment Process focused on risk managed performance

Outsourcing to Wellian Investment Solutions means you are essentially expanding your own team to include our highly qualified experts. Our investment objective is to achieve consistent risk-managed performance over the long term using collective investment funds.

We do this through the clarity of a meticulously thought-out process that is designed to make your role as a financial adviser easier by providing access to a wealth of knowledge and expertise.

Our team has the time and resources to do the simple things well, so we ensure that every decision we make is informed by an up-to-the-minute understanding of asset classes and the wider macro-economic climate.  Our knowledge and expertise is made available to our financial adviser partners.

Investment Committee

Our Investment Committee meets every month to determine the “top down” strategic asset allocation.  We analyse both geographic and sector trends, assess the macro-economic outlook and review the performance of each portfolio’s funds.

This is very much a team effort, with every member of the Investment Team having a vital part to play.  The Investment Committee includes the Compliance Officer because of regulatory requirements and an independent investment expert to add breadth and value to the decision making process.

Fund Selection

Our Investment Team then carries out in-depth expert analysis throughout the month, meeting regularly with fund managers, to decide the “bottom-up” fund selection.  With a diversity of skills, knowledge and experience, our team has the resources to make informed investment decisions.

The team always has the autonomy and flexibility to react quickly to changing market conditions, so they are able to adjust your investors portfolios quickly to protect against fluctuations. This approach to risk management is strengthened because we set tolerances for portfolios, allowing the team to make regular adjustments while ensuring they remain within agreed risk controls.

In Summary
  • Focussing on the discretionary management of multi-asset portfolios.
  • Understanding risk; not just based on past volatility, but potential risk and volatility.
  • Reviewing cost which is an issue often over-looked