Statement of values:
At Ascencia Investment Management the client always lies at the very centre of our thinking; their interests come first.
Our Safety First Portfolios (SFP)
We named our Safety First portfolios in line with our disciplined, capped volatility approach to investing on behalf of vulnerable clients.
Our Steady Growth Portfolios
Designed to help clients achieve their investment objectives, at the risk level suited to their long term financial requirements.
Our objective is to produce great outcomes for our clients, in line with their appetite, capacity and requirement for risk.
Each week our Chief Investment Officer produces global macro-economic research to allow the safe navigation of client investment portfolios through volatile and uncertain investment markets.
This can include personal injury or clinical negligence settlements awarded as a result of life changing circumstances, and it is therefore vital that such awards work hard for our clients, both now and in the future, to give them back some of the control that they may have lost.
We offer clients a discretionary investment management service using institutional quality market research and decision tools to help manage the burden of investing all or part of such settlements.
We monitor investment performance daily and our Investment Committee meets regularly to discuss performance, opportunities and potential investment solutions from around the world.
Our Investment Policy, Safety First Portfolios, Steady Growth Portfolios and Investment Process brochures can be requested by using the contact form
Please also find our RTS 28 disclosure document here: RTS 28 – 31.12.18 v2-080519
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Call us on 0161 886 8000 or email firstname.lastname@example.org to see how we could help you today.
We would be happy to answer any queries you may have.