investment
Our aim is to provide you with a fully independent portfolio management service,
founded on a highly professional and disciplined investment process.
Ashton Graham is an independent firm and not tied to any financial institution,
which means we are completely free to act in your best interests.
By building strong relationships, through regular consultation we are able to listen
and translate your needs and aspirations into a coherent investment strategy that
achieves your goals.
We use a range of different asset classes and products to offer a fresh and unique
approach to practical investing.
Read more about Ashton Graham Investment Management
Find out about our investment services in detail
Discretionary Investment Management
We provide a range of portfolio services for the large or smaller investor across
different strategies.
Choosing a discretionary service allows you to take advantage of our investment
skills without having to spend your time researching investments and markets on
a daily basis. Using the latest systems and resources your dedicated investment
manager will select a portfolio which reflects your investment objectives.
At the outset we will meet to discuss your asprirations, attitude to risk and what
you expect us to achieve. Once the portfolio is established you will enjoy regular
reporting and feedback.
Over time, these objectives and indeed your attitude to risk may change. Our role
is to reflect these changes and respond to the changing investment climate to provide
a strategy that meets your needs.
Active Management
In appointing Ashton Graham Investment Management to manage your portfolio you can
be assured that as you go about your daily business, your investments are being
actively monitored. We have installed leading systems, research and analysis tools
to enable our professional managers to manage all styles of portfolio with the same
efficiency and attention to detail.
We believe that active portfolio management delivers superior investment returns
over time, as demonstrated by our track record.
Confidence in our ability, and in our legal status
The independence of our service is matched by its integrity.
As a part of a firm of solicitors, our investment managers are backed by the discipline
and ethics of the legal profession. We operate within the same strict standards
and regulations as our lawyers.
It also enables us to take a comprehensive approach to your investment requirments.
Our investment management team has much experience of working with tax, trust, and
estate professionals to provide a seamless service covering all aspects of your
financial and tax requirements.
Regulation
Ashton Graham is authorised and regulated by the Financial Services Authority. Ashton
Graham Solicitors is regulated by the Solicitors Regulation Authority.
Portfolios are managed on either a Discretionary or Advisory basis depending on the client’s wishes. We are authorised
by the Inland Revenue as PEP and ISA managers.
We operate a nominee facility,
Ashton Graham Nominees Ltd, to hold investments on
behalf of our investment clients, to collect and administer the income generated by
these investments and also deal with corporate events efficiently and in a timely
fashion.
Additionally we are sponsored members of ‘Crest Co’ the stock exchange dealing and settlement facility, which enables us to carryout transactions and settlements
on behalf of clients in the shortest time period available to any stock market participant.
The value of your investments, and the income from them, can fall as well
as rise
and is not guaranteed. Investors may not get back the amount originally subscribed.
Further information about Ashton Graham Investment Services
Ashton Graham Investment Management is authorised and regulated by the Financial Services Authority (FSA number 123305)
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