Myddleton Croft is delighted to announce its partnership with
Novia, offering a truly differentiated Investment Management
Service to IFAs and their clients. This innovative collaboration
builds on our commitment to offer choice and greater accessibility
to all who wish to utilise the benefits of active Investment
Management. This service aims to offer our extensive Investment
Management experience and know-how on a platform which is
cost-efficient for clients.
Myddleton Croft has a long and successful history in
Discretionary Investment Management, with our directors' experience
alone running to 60 years. Our customer-centric philosophy is
anchored in providing absolute returns for your clients regardless
of market conditions, therefore we do not seek to hide behind
benchmarks. We believe primarily in the security of client capital
and always seek to protect the assets through our investment
selections.
We offer a compelling range of 6 carefully crafted model
portfolios from which you can choose, given your clients'
individual risk appetite. These are not static and are regularly
adapted to the fluid, and rapidly shifting, macro and micro
environments that currently pertain. See below illustration for
maximum and minimum of equity and non equity content within each
portfolio.
Why Myddleton Croft? - The Benefits
Experience - Outstanding in-house research & extensive
Fund Management network that generates exceptional
portfolio ideas.
Compliance - We have the appropriately qualified
people doing the right things - so you don't have to.
We Are Purely Investment Managers - We believe in
the benefits of sticking to our "Core Business". We do not have an
IFA arm, hence no competition. Requests for advice are forwarded to
supporting advisers.
Product Transparency - We offer line-of-sight from
our macro outlook to our portfolio component selections.
Customer Value - We believe that the modern client
requires "tangibles" from an Investment Management service. We
therefore provide you with monthly performance / activity fact
sheets, weekly, monthly & quarterly commentaries and access to
those who actually manage your money.
Truly Independent - We have no bias towards funds selected
or investment preferences, leaving us free to hunt out the most
beneficial asset types for the benefit of your clients.
Personal Service - You deal with the people
running the money and who are happy to meet clients with
you.
Bespoke Portfolio - Should you require a
portfolio outside the models provided, we are happy to
construct one to fit.
Myddleton Croft look to manage clients by mandate and risk
tolerance. The above allocations are a 'base case', valid when
assets are fairly valued. However, given that valuation and risk
are not static, investments may become under / overvalued or very
volatile. We believe the balance between equity and non equity
should reflect this and be flexible enough to accommodate
prevailing circumstances. For example, if equities become
overvalued we will reduce equity exposure below the base case. The
degree of flexibility is illustrated in the table above through
maximum and minimum weightings for both equity and non equity
investments. For clients with risk appetites outside of these
ratings, MCIM can construct a bespoke portfolio on demand.
For further information and / or due diligence documentation,
please contact your usual Novia Regional Sales Manager, or speak
directly to Carole Hunter at Myddleton Croft on:
0113 2747700 / 07738074969
carole.hunter@mcim.co.uk
www.myddletoncroft.co.uk
