Simon T. Atherton

Hawksmoor’s investment process is based on a global, multi asset, actively managed style with a rigorous approach to research and investment selection. They look for the best opportunities across all asset classes and from across the world, with a strong emphasis on value rather than benchmarks. The firm’s investment process is coordinated by their investment strategists and research team, with its access to extensive third-party research. All of Hawksmoor’s investment managers are involved in the investment process and closely follow the mutually agreed strategy.

Provides financial planning, wealth and portfolio management services

PIM is a team-oriented, research-based manager which follows a structured approach to portfolio management. Rather than selecting stocks, the firm seeks to create and maintain a balance between different asset types, geographical markets and industry sectors. They reduce risk by holding a diversified portfolio, without undue concentration in any single stock or market sector. The firm uses equities and equity-based funds to create the potential for capital growth and uses fixed-income, securities or cash to create the appropriate portfolio balance. PIM's managed fund portfolio service offers unit trusts, OEICs and investment trusts to investors, providing diversified market exposure and helping to spread risk. The firm's research process helps managers to select investments from their core list of recommended funds, seeking to provide a balance between UK and overseas markets and between different categories of funds. PIM's directly invested portfolio provides a personalized portfolio of individual stocks and shares, concentrating on high quality investments in mainstream markets, with an emphasis on the leading 350 UK companies. The firm does not manage any in-house funds.

RCBIM constructs portfolios which emphasize equities, seeking to obtain long-term returns. The firm also invests in bonds to achieve a diversified, balanced portfolio and builds up cash balances when securities markets are expensive and vulnerable.