Jonathan Marsden

RIM’s investment processes include asset allocation and investment selection. Their stock selection process focuses on the characteristics of each asset class: fixed interest stocks and bonds, equities, and Collective Investment Vehicles (CIVs), including property CIVs.

IW&I is an active manager which seeks to provide a steady growth in income, protect the capital value of client assets and continue to provide long-term care and support. The firm’s investment portfolio invests in five main asset classes such as: fixed interest assets, equities, commercial property, alternative investments, and cash. While the firm invests in direct equities, they can screen individual stocks according to a range of criteria. The assets of clients are held in trust within the firm’s nominee company and are recorded in such a manner as to clearly indicate they do not belong to the firm.

SGKBB invests in global bonds and equities, seeking to maximize returns while actively controlling risk. They are a bottom-up global equity manager which emphasizes selecting growth companies where the valuation is not considered excessive relative to the markets. Their primary investment focus is on the UK. The firm offers mainly growth-oriented asset management products and manages a diversified portfolio of international securities including emerging markets.