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Combining the independent, client-specific approach of a boutique investment management house with the resources of a major organisation.
BDO Stoy Hayward’s Investment Management team is dedicated to and focused on producing superior performance and service for all clients. We specialise in helping trustees, employers and individuals to create the most efficient corporate and individual investment portfolios.
Services offered:
- Advisory portfolio management Hedge funds
- Discretionary portfolio management Bespoke investment management
- Asset allocation Cash management
- Fund management Fixed income
- Trust, tax and estate planning Pensions planning
- Alternative investments Benchmarks and actuarial services
Trustees
Due to legislation changes, trustees of family trusts and pensions schemes should look carefully at their investment management decisions. They must now be able to demonstrate an active role in the investment management process.
We can help in many ways. We have our own benchmarking tool for managers to help measure performance. We can introduce audit trail technology to ensure that investment management is tracked. We can tailor investment management strategy for future liabilities.
Employers
Our investment management team can help with three key areas of your responsibilities:
- Corporate risk services
- Defined benefit pensions schemes
- Defined contribution pension schemes
In each case our experienced experts will be able to look at your current arrangements and give you guidance and help with managing third parties such as underwriters, investment managers and scheme managers.
Individuals
Our Investment Strategy Group provides a focus to protect and grow our investors’ capital, working closely with our clients to meet their financial goals.
Our boutique approach allows us to look after individuals’ assets on an advisory or discretionary basis. History, and the performance of our funds, proves we have an excellent fund manager selection process. We pride ourselves on attention to detail, looking past the numbers and personally assessing all our fund managers on a regular basis. |