Williams de Broë combines the very best traditions of private
client portfolio management with contemporary investment
techniques, in a modern and friendly environment.
With a heritage dating back to 1869, Williams de Broë is one of
the UK's leading firms of Investment Managers having successfully
established a business that has been built on the following core
values:
- Personal Service - we
have a personal service driven culture and our ethos is to have
highly experienced Investment Managers dedicated to meeting our
individual client's needs.
- Bespoke By Nature - we
tailor our services to fulfil each individual client's specific
requirements within a suitable investment portfolio based on a
detailed understanding of their circumstances, investment risk and
objectives.
- Sound Investment
Process - we maintain a significant resource in our
investment process and have a strong focus to achieve investment
excellence with portfolios designed to maximise returns within our
strictly defined risk parameters.
- True Independence - we
select best of breed investments, which are appropriate for our
clients, without the conflicts of interest that can often
arise.
- Professional
Partnerships - we develop close relationship with
professional intermediary partners and deliver investment solutions
to their clients.
Operating from seven locations across the UK (London, Bath,
Birmingham, Bournemouth, Edinburgh, Exeter and Guildford), Williams
de Broë offers a comprehensive service to all clients from a local
base. Within each branch experienced Investment Managers deliver a
range of investment styles for individuals, companies, trustees,
charities and pension funds.
Investment Process
It is our ethos that discretion for each client's portfolio
should lie with a dedicated Investment Manager and not be beholden
to a central model. We believe that portfolios can only be
efficiently and properly managed by someone who knows and
understands each client's unique circumstances and needs. To
achieve this, the Investment Manager is guided by the asset
allocations suggested by our in-house Research department, but
maintains the ability to deviate from this where appropriate.
At Williams de Broë we are able to offer a full range of
portfolio styles; whether a client wishes to invest for income, to
grow their money over the longer term or any combination in
between. We also have a range of portfolio risk profiles that cover
the full spectrum from those wishing to take little or no risk with
their capital, to those prepared to tolerate greater volatility in
value and potentially incur large short term losses in the pursuit
of higher levels of long term capital growth. Our emphasis on the
management and control of risk means that we can construct a
portfolio that is tailor-made for each individual.
Performance Measurement
We agree an appropriate benchmark with each client to reflect
the agreed objectives of their portfolio and measure and report the
performance of clients' portfolio(s) in both absolute and relative
terms.
Comprehensive Reporting
Alongside regular face-to-face meetings, telephone conversations
and update letters we provide full reporting through bi-annual
valuations, regular income statements and annual consolidated tax
statements. In addition, online access to portfolio valuations is
also available for both clients and their professional
intermediaries.
Contact
For more information please contact your usual Novia Regional
Sales Manager, details available here or
speak to Mark Stevens at Williams de Broe on:
020 7072 7544 / mark.stevens@wdebroe.com
Further Information
Williams de Broë
www.wdebroe.com
