Actively monitoring your investments
We keep a watchful eye on your investments. We closely monitor funds and schedule regular meetings with the fund managers. We also stay up to date with the views and insights of leading investment experts, publications and commentators.
This means that we know when things are changing, and - with your agreement - can adjust your portfolio if needed.
Our own Investment Committee meets monthly to decide if we need to make strategic changes to the portfolios we manage, based on these and many other factors.