Investments and Savings
AssetManagement
We specialise in providing innovative and tax efficient investment portfolios for our clients believing that standard solutions are no longer enough. Our starting point is to understand and help clarify your long term goals and attitudes to investment. Only after we have gone through this process can we agree with you an appropriate asset allocation and choice of investment that will be unique to you, as it will arise from a personal dialogue agreeing upon key factors such as your need for liquidity, growth and income requirements, your desire for tax efficiency, your tolerance for risk and inclusion of specific areas of investment which may be of particular interest to you.
We advise on a broad range of asset classes incorporating equity and bond funds, both in the UK and overseas, commercial property investments, hedge funds and other specialist products and alternative investments, many of which are not generally available to the public and some of which may not be regulated by the Financial Services Authority. In order to optimise net returns we also advise upon and execute the use of a variety of tax efficient investment wrappers and trust arrangements as appropriate.
For most clients advice is not a one-off process. We can provide ongoing advice to our clients, monitoring existing portfolios and recommending changes from time to time. As economic conditions change asset allocation also needs to change whilst the performance of funds can also vary significantly from year to year; with fund managers changing, and new funds being launched.
This service is provided by ourInvestment Team, led by Rob Pemberton our Investment Director who also chairs our Investment Committee of Technical Staff and other Directors, who provide asset allocation and specific investment recommendations. We also utilise a wide range of both quantitative and qualitative fund research and evaluation tools which together with an extensive range of professional contacts and insights from our many clients who are themselves investment professionals allow us to pool information for the creation of widely diversified individually tailored investment portfolios. You will find the current HFM Columbus Investment Strategy in our Bulletins section.
HFM Columbus, in certain circumstances, will use third party fund trading platforms to assist in delivering an efficient and cost effective flexible portfolio.
For portfolios requiring an open architecture, we may recommend Transact which is the UK's first Integrated Portfolio Service providing an efficient and cost-effective portfolio management tool giving private investors a centralised and complete personal portfolio with access to a broad range of tax wrappers. Click here to access this facility.