Discretionary Investment Management
tailored to your individual needs
A core service is managing client portfolios, whether on a direct or managed account basis for a discretionary mandate. We focus on finding the best solution for client portfolios without the conflicts of interest created by proprietary products or commissions on third party products.
Hanson Asset Management provides a comprehensive asset management service. The core functions include:
- Portfolio review and management
- Asset allocation at the strategic and tactical level
- Best of breed product selection
We begin with generating an in-depth understanding of a client’s situation and formulate an appropriate investment plan in partnership with the client to meet their objectives. We work very hard to establish a deep rapport with each client; regular meetings are very much encouraged not only to discuss portfolios, but also to keep current with our clients’ evolving circumstances and financial requirements. Our investment selection process encompasses the identification of economic and market trends. In formulating a bespoke portfolio our team will analyse and select the appropriate funds, index trackers, equities, credit instruments, alternative investments and other securities across geographies. This is combined with constant monitoring of both market and operational risk within individual portfolios and across the product range in which we invest to maximise returns for clients.