Ingenious Asset Management
|
 |
The cornerstone of our philosophy is our belief that investors are not risk averse, they are loss averse. With this in mind we formulate a risk budget with input from the client and their financial adviser. This approach confirms to the financial adviser that every single introduction has been made aware of the potential for losses. We respect your client relationship and believe, that at the outset, this communication is vital.
Ingenious employ the brightest talent to formulate asset allocation and the fund manager selection process. Our investment directors have on average over 25 years of investment experience and will work with you through the process for every independent client portfolio. We are the second fastest growing discretionary asset management firm since 2005. (source, PAM 2008)
We have built something unique that can benefit you:
-
Risk analysis of existing portfolios. This is an excellent sales tool for breaking down where the probability of loss may exist in already established portfolios. This is available for advisers on the Ascentric platform seeking a discretionary relationship. Call us to discuss on 0207 319 4215.
-
Independence. We are unconstrained in the investment selection process and will provide you with the portfolio that we feel will deliver the opportunity for the best results rather than pushing in house products.
-
Full access to the discretionary manager assigned to your portfolio to discuss its make up. Communication is a key element.
-
All in flat fee scalable to the size of the portfolio. As our fee is based on FUM rather than brokerage we have a vested interest in growing and defending your clients’ wealth.
The Ascentric website hosts information from third party product providers regarding their products and services. This information, and any links from these pages, are provided by the product provider themselves and carry no endorsement by Ascentric. You use such information, and links to other websites, entirely at your own risk. Such information is provided by pages maintained by independent third parties and Ascentric accepts no responsibility for the availability, content or use of the information contained on them.