Principal Investment Management
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Why Principal?
We believe that we truly understand private clients here at Principal. Our investors tell us they need:
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to maintain their wealth;
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to minimise tax;
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to save for the future;
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to grow the value of their assets in real terms;
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to maintain an income in retirement.
To meet these needs, we use an appropriate mix of the different asset classes: UK and overseas equities; fixed interest securities; property; alternative investments and cash. Our investment process aims to construct diversified portfolios capable of outperforming their benchmarks in a range of potential economic environments, and our goal is to deliver the best return for a client’s risk profile.
We cater for the full spectrum of Affluent to HNW clients, with services ranging from models on wraps to highly bespoke targeted return portfolios.
Our clients and their advisers tell us that our people are our greatest asset, describing them as ‘down-to-earth’ and ‘approachable’. Clients can rest assured that the manager looking after their portfolio is not only an investment expert, but that he or she will not baffle them with jargon. The personal service we offer results in long-term, prosperous relationships; we work together to help to secure financial futures.
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