Investment Committee

Providing insight and knowledge from an experienced investment team to invest and manage your assets on your behalf. Call us now and one of our Financial Advisers will be happy to help or Arrange a call back and we will call you.

Investment Committee

Asset Allocation decisions

The committee decides on the long run blend of assets we hold for our clients, so decides how much of our clients’
money goes into equities, bonds and property for different risk levels. The committee also analyses market and economic data each quarter to take shorter term tactical decisions on positioning our clients’ portfolios to maximise medium term opportunities and address any areas of risk they see on the horizon for the coming six to eighteen months.

Oversight and governance

The committee has the responsibility to ensure our in house investment team is functioning efficiently, is suitably staffed to carry out its tasks and is performing well. This function also covers monitoring our own investment performance, approving significant changes to control processes, and communicating our views and principles with the wider firm and our clients.

Internal members

The internal members of the committee are permanent Gale and Phillipson employees representing either the senior management team, the investment team or the Wealth Planning Advisers. The internal members are all very
experienced and successful financial services professionals with vast experience within the investment and wider financial industry. Members include Investment Analysts who oversee most of the day to day work in running our clients’ portfolios efficiently; efficiently; Board members with an actuarial background who are looking to use that experience to improve consumer experiences; and Wealth Planning Advisers who bring a huge amount of experience in managing client portfolios as well as the opinions of the advisers to the committee.

External members

The external members of the committee are from a range of backgrounds and give the committee a wider market
view to ensure our decisions are as well informed they can be.

Call us now and one of our Financial Advisers will be happy to help or arrange a call back

Regulatory Statement

Gale and Phillipson Investment Services Ltd, Gale and Phillipson Advisory Services Ltd, Gale and Phillipson General Financial Services Ltd and Gale and Phillipson (SE London) Ltd are all authorised and regulated by the Financial Conduct Authority (Reference Numbers 431387, 142752, 195080, 195522).  Gale and Phillipson (Herts) Ltd and Gale and Phillipson Consulting Ltd are appointed representatives of Gale and Phillipson Advisory Services Ltd.  Gale and Phillipson (Surrey) Ltd is an appointed representative of Gale and Phillipson Investment Services Ltd. (Reference Numbers 615821, 811525, 703337). All companies trade under the name Gale and Phillipson and are registered in England and Wales numbers 05409822, 02232959, 03751076, 04077157, 08864945 and 04823391.  Registered office for all companies is Gallowfields House, Fairfield Way, Richmond, DL10 4TB.