Jonathan Polin

Provides wealth management and investment advice services

Provides investment and asset management services

SIM is a long-term, active GARP-oriented manager which seeks to provide long-term capital appreciation by investing in a mix of equity and fixed-income securities within global markets. The Fund's benchmark is the Morgan Stanley World Free Index. The firm constructs a balanced international portfolio aiming for long-term growth by investing in companies with prospects for capital growth and managing risk through geographic and industrial diversification. SIM utilizes top-down and bottom-up approaches to select investments with the most defensive merit. Their top-down research identifies the sectors on which to focus in order to determine the extent of sector allocation. They use bottom-up analysis to review and select individual securities. The firm believes that the combination of approaches allows them to select securities offering good growth prospects at reasonably valued prices.

Provides financial solutions to individual and institutional clients

Tilney AM’s philosophy is underpinned by a disciplined and rigorous investment process that is consistent across their whole business, feeding into their discretionary and advisory client portfolios and their range of managed funds. Their investment philosophy consists of four principles including preserve wealth, grow capital, look at real returns, and invest for the long-term.

Provides financial advisory services

Provides financial planning services

Atomos is an investment specialist which offers a range of high conviction active strategies encompassing traditional and alternative asset classes that span core global and specialist regional offerings, through alternative strategies such as Global Equities, UK Equities, US Equities, Multi-Strategy, and Fund Solutions.

Operates as adviser-built wrap platform