We deliver portfolio management services to the UK's most discerning investors. Our competitive edge lies in our active and sophisticated approach to investment management. We seek to provide superior performance through outstanding asset allocation and access to the UK's most talented fund managers. In addition to achieving exceptional investment performance we hold of paramount importance the value of understanding in detail our clients' needs backed by a high level of service and customer care.
Services
BALANCED MULTI ASSET: We focus on meeting the needs of specific mandates through genuinely balanced, multi-asset portfolios. ABSOLUTE RETURN: We focus on absolute returns, seeking investments which will make money rather than allowing the composition of indices to determine our thinking.
DIVERSIFICATION/RISK MANAGEMENT: Risk is managed through long term core positions and ranges for each asset class and the high level of diversification in our mandates.MANAGER SELECTION: We inherently favour genuinely active managers with unconstrained mandates and combine these with a macro overlay and 'tilting' towards strong themes.
DIVERSIFICATION/RISK MANAGEMENT: Risk is managed through long term core positions and ranges for each asset class and the high level of diversification in our mandates.MANAGER SELECTION: We inherently favour genuinely active managers with unconstrained mandates and combine these with a macro overlay and 'tilting' towards strong themes.
Recent legislation has sought to simplify the rules governing pensions in the UK but some of the rules may still be considered complex. Greater longevity and an insufficient State Pension have resulted in an increase in responsibility for private provision in retirement. We are able to conduct a comprehensive analysis of pension schemes and advise on existing investment strategies and the suitability of contracts.
Sheppard Davies has looked after my investment portfolio for a number of years now and has produced some impressive results, even during difficult periods. This is one of the best financial decisions I have ever made. I know my money is in safe hands.
When my mother was admitted to a care home, it was essential that her savings were invested prudently to ensure two things: protection of the capital and the generation of income to cover the costs of care.Jon Sheppard's investment strategy has delivered this and more. There is no doubt that Sheppard Davies Asset Management's approach is clearly differentiated from the competition.
When my mother was admitted to a care home, it was essential that her savings were invested prudently to ensure two things: protection of the capital and the generation of income to cover the costs of care.Jon Sheppard's investment strategy has delivered this and more. There is no doubt that Sheppard Davies Asset Management's approach is clearly differentiated from the competition.
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