Investment & Portfolio Management

Through our network of industry experts within every asset class, AWM offers bespoke solutions based on clients’ desire for growth, and attitude to capital exposure.

We take time to understand our clients’ requirements in terms of risk, access and return before building tailored portfolios that are reviewed and realigned on a regular basis.

We recognise that every client has a unique set of needs and level of experience. AWM finds the balance between existing portfolio management and pure advice. We have fostered relationships with the industry’s most established discretionary fund managers and, where appropriate, can combine all of their expertise to provide a solution for a client.

In many instances we find that clients need to refresh existing portfolios that may have been neglected or simply wish to explore opportunities to complement their portfolios. In all instances AWM is able to assist.

Working with our clients on an ongoing basis, AWM is positioned to offer a comprehensive service that can be manipulated as our clients’ lives evolve, and their objectives change.