Investment Management – How we work
We provide a range of innovative investment management services which help you to ensure your investments:
- achieve tax efficiency
- have an appropriate sector allocation and risk profile
- have appropriate liquidity and term
- have competitive levels of charge and efficient administration
Our investment management services allow use of the main tax wrappers and we have designed them to deliver competitive overall costs.
Gale and Phillipson help you manage your assets in a coordinated, cost-effective way. We manage our investment process to decide how much of each portfolio to hold in different asset types.
Our in-house investment management specialists explain any decisions that are made for your investments to your financial adviser.
The Investment Committee monitor the markets and can react quickly to situations as they develop, and implement changes to a client portfolio as appropriate.