Background
The team at Wells Capital have provided independent fund
research to the IFA community for over 10 years, this was extended
to offer discretionary fund management services in 2007.
We work exclusively with IFA's who recognise their clients'
needs for professional investment management in conjunction with
the wider advice they are giving, so providing a clear distinction
between the roles of the adviser and the investment manager. We
recognise and value the importance of the adviser's underlying
relationship with their client.
With a team of fund managers that have a diversity of skills,
knowledge and experience, we have the resources in-house to make
instant investment decisions to reinforce your client
portfolios.
Why Wells Capital?
- We work exclusively with IFA's and will not intrude on the
client adviser relationship.
- Our Novia model portfolios are multi-asset portfolios using
collective investment schemes.
- We offer 4 core and 2 specialist investment strategies designed
to align to a client's risk profile.
- A clear and transparent charging structure
Investment Process
We combine a 'top down' macroeconomic approach to asset
allocation together with a 'bottom up' approach to fund selection
to create a portfolio that is designed to match the designated risk
profile.
Tolerance levels are set with upper and lower limits to ensure
that the portfolios remain within their risk profiles, but they are
flexible enough to react quickly and decisively in changing market
conditions.
All the funds selected for the portfolios have been through a
rigorous research process by the investment team before being
approved for inclusion within the models.
Contact details
Nick Frank
Business Development Manager
T:: 01892 550 600
E: Nick.Frank@wellscapital-is.com
W: www.wellscapital-is.com
