Investment Strategy

Product Selection

Once we understand your current circumstances and future objectives we will then decide on the most appropriate investment vehicle taking your tax position into consideration of course. This often involves the use of deposit backed investments, Investment ISAs, Investment Funds, Onshore and Offshore Investment Bonds, Pension Plans and possibly Venture Capital Trusts or Enterprise Investment Schemes.

Platform Consolidation

Experience has taught us that clients crave simplicity and are often frustrated and overwhelmed by the volume of paperwork involved in managing a diverse investment portfolio.

Through our investment in market leading technology, clients of Henwood Court can benefit from a co-ordinated, consolidated and simplified approach to portfolio reporting and administration. We are able to manage, monitor and report on your entire collection of investment holdings in a time and cost effective manner through a fully integrated, internet based service. Whilst there are fees associated with the provision of this level of service; they are considerably lower than the equivalent rate if we were performing these tasks on a manual basis. This aspect of our service is particularly appealing to clients who have an interest in monitoring the ongoing progress of their portfolio from the comfort of their own home.

A fuller description of investment platforms may be found within our resources section – Why we use investment platforms.

Active Management

When we first meet a client and review their existing portfolio we often find an assortment of investments which do not complement one another or follow a predetermined or disciplined strategy.

It is important that your investments follow a ‘team approach’, and as with all good teams, act cohesively together while complementing one another with their management styles and strategies.

Our strategy will often therefore involve the use of "multi manager" or "fund of funds" approach with the aim of delivering constant active fund management, focus, structure and discipline into the management of our clients' portfolios.