Portfolio Management

Simplicity

Experience has taught us that a simple, cost effective but well-constructed investment portfolio with appropriate diversification is more effective at building and protecting wealth over the long term than expensive and complex investment products. 

At Hampstead Private Wealth we will favour direct investments over managed products wherever possible. This philosophy has a myriad of benefits. It significantly lowers the cost of investing while increasing transparency, flexibility and control.

Quality

When assessing the merits of any potential investment our starting point is always with an evaluation of quality. This is assessed on a number of different levels, including analysis of company fundamentals, the operational and industry trends, and the calibre and track record of board and management.

Our rigorous investment process has been proven over various market cycles and demonstrates a track record of delivering strong investment performance for our clients. Our commitment to our clients goes beyond investment performance. We deliver quality client service through openness and transparency, regularly sharing insights behind our investment decisions, market views and portfolio strategy.