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BAM adopts a
conservative approach to investment and its philosophy can be summed up as
follows:
Client
Individuality
Clients are all individuals with different investment objectives. This will
result in different income requirements, tolerance of risk and time horizons. We
place great emphasis on building and maintaining strong relationships with
clients and their professional advisors and to achieving their personal
investment aims. We monitor and report regularly to ensure that any changes in
objectives are recognised and met.
Global
Perspective
All investment takes place in a global economic environment. Whilst we
never lose sight of a client’s |
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individual financial requirements and risk tolerance,
we believe a global perspective is crucial to maximise investment opportunities.
The correct assessment of the relative merits of world stock markets and
currencies will often have a greater impact on portfolio performance than sector
weightings or individual stocks. |
Independence
BAM is genuinely independent. We are not stockbrokers. We have no in-house
products or unit trusts. We believe that this ensures the best possible advise
for clients without any potential conflict of interest. In addition BAM has
access to the investment research of leading international stockbrokers and
other market commentators
Collectives
We
are firm believers in the use of Investment Trusts, OEICs, Unit Trusts, Offshore
Funds and other pooled investment vehicles. When combined with an efficient
asset allocation process, Collectives enable private investors to harness
specialist expertise and achieve a good spread of risk in a cost effective way.
Our long standing connections with leading fund managers around the world enable
us to identify the likely winners in any particular field. |
