Portfolio Management

Our offering is based on international asset allocation between equities, bonds and cash and we tailor portfolios individually to meet client requirements.

Crucially we understand our client’s individual targets for capital enhancement and protection, as well as income generation, and that we are being entrusted to manage a pot of money to meet those targets over a variety of time horizons.

We like to meet our clients regularly to review performance, investment objectives and associated risk profiles. We allocate an investment manager dedicated to managing each individual client relationship.

We constantly monitor risk and how it impacts each investor. Risk is about the chance of bad outcomes occurring, but what constitutes a bad outcome for one investor can be very different to that for another.

We are careful with regard to ensuring that risk exposures are entirely appropriate to investment objectives and our starting point is a bespoke investor risk profiling that establishes individual attitudes and tolerance to risk.

Delmore Asset Management Ltd is authorised and regulated by the Financial Services Authority.