Collins Stewart Wealth Management is an award winning investment
manager and stockbroker committed to providing intermediaries and
their clients with a broad array of independent wealth management
services. Drawing upon our offshore heritage and independence, our
services are based around a dedication to traditional client
service, open architecture and the latest portfolio management
techniques. Always looking to embrace technology within our
processes, our forward thinking approach to investment management
has helped us deliver a rigorous investment process for our
growing, international client base. As a division of Collins
Stewart plc, a listed and well capitalised financial advisory
group, we have assets of £6.8bn* under management and
administration, on behalf of over 9,000 clients, managed in London,
the Channel Islands, Isle of Man and Geneva.
Underpinned by our focus on providing outstanding service
delivery which has been demonstrated through the numerous customer
services awards that we have won, Collins Stewart Wealth Management
place our professional intermediary partners and their clients'
interests at the forefront of everything we do.
Discretionary Investment Management
The Collins Stewart Wealth Management discretionary service is
centred around a macro, top-down, robust investment process,
supplemented by thematic investment ideas all of which are
rigorously stress tested and risk managed. Because we remain
fiercely independent we are able to select investment funds on a
truly open architecture basis and as such we do not populate our
models with any Collins Stewart internal funds. The key driver of
all investment decisions is Asset Allocation which has the single
aim of determining the current position within the market cycle.
From the output of our monthly asset allocation committee, - the
stock selection, fund selection and performance review committees
select what are considered to be the most appropriate mix of
underlying investments for each of the portfolios that we have
specifically designed for the Novia service.
Via the Novia platform, we offer our professional intermediary
partners and their clients a range of five portfolios according to
their risk tolerance that dovetail in with the risk-profiler which
ultimately categorises the risk profile of each investor on a scale
of 1 to 10.
We are happy to meet with all potential partners to present our
investment process to intermediaries and underlying clients
alike.
Award Winning Investment Management
Thanks to the depth of experience across our investment teams we
have been awarded a number of industry accolades, including:
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Daily Telegraph
Wealth Management Awards
Best Discretionary Service
|
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2010 Winner
2009 Winner
2008 Runner-up
2007 Winner
|
|
Money Marketing
Awards
Best Discretionary Adviser
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 |
2009 Winner
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Financial Times/
Investors Chronicle Wealth Management Awards
Best Investment Manager
Best Charity Manager
Best Cautious Fund Manager
|
 |
2008 Shortlisted
2008 Shortlisted
2008 Shortlisted
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Contact
For more information please contact your usual Novia Regional
Sales Manager, details available here or speak to Phil Simmonds
LLB, MBA, MCSI, Head of Intermediary Sales 07771 613 964/psimmonds@collinsstewart.com
Further Information
* As at 30th June 2010
