Approach

We are very expert in how your investments should be structured and allocated. But specific investment decisions we leave to a 25-strong specialist team.
HOW CAN YOU WATCH THE MARKETS, AND DO YOUR DAY JOB?

We are very expert in how your investments should be structured and allocated. But specific investment decisions we leave to a 25-strong specialist team.

Our team possesses some of the most knowledgeable and creative people in financial structuring. You can read more about individual team members here, and get more details about what they can offer – both onshore and offshore – on our Products page.

But we also recognise that the in-depth research and evaluation of the whole investment landscape – the specific assets and funds within those structures where your money should be invested – is worthy of a dedicated team. Our access to the Old Mutual
Managed Portfolio Service means we have a 25-strong specialist team working on our, and therefore your, behalf.

This combination means you get top-drawer investment advice, tailored to your own financial situation and your personal attitude to ‘investment risk’ and optimally tax-efficient.

For those clients for whom our partnership with Old Mutual is not appropriate, we can offer other bespoke solutions.
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How our integrated partnership with Old Mutual’s investment experts works

Wealth Select Managed Portfolio

Part of Sycamore Wealth’s Financial Planning service is to monitor and review your holdings and where appropriate make recommendations to change or rebalance the holdings to ensure that the portfolio continues to best meet your needs in line with your attitude to risk.

With this in mind, Sycamore Wealth has partnered with Old Mutual Wealth (OMW) to provide a Discretionary Managed Portfolio Service, run by OMW. This service allows you to give OMW the authority to actively manage your fund portfolio in your investments. This provides a regular re-balancing and switching facility (free of switching charges), always in line with your personal objectives and ‘attitude to risk’.

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The ‘Generation Range’

Clients who rely on drawing a regular income from their savings run the risk of running out of money if their investments were to be subject to sharp market dips. The Generation Range aims to manage short-term dips and provide a smoother investment ride. The Range aims to mitigate against the impact of market falls through a focus on ‘short-term risk management’.

‘Active short-term risk management’ forms a part of every stage of your portfolio construction process, to limit the risks that a poor sequence of returns can permanently dent your capital. This means that the managers can act quickly to guard against losses in periods of market stress. The diversified nature of the Range is also aimed at mitigating the risks of capital erosion.

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We continuously review how we are managing our clients’ money – both at individual micro level and the wider macro approach.

LEARN MORE ABOUT OUR PRODUCTS

Sycamore Wealth