Investment Management
Introduction
Matrix Investment Management
Matrix Investment Management (MIM) provides discretionary, advisory and execution only services to Private Clients, Charities, Trusts and Family Offices, in addition to portfolio management services for life assurance policies, SIPP’s and ISA’s.
MIM works closely with clients and their advisors in order to build long term personal relationships. The service is not prescriptive, rather portfolios are constructed with the client's objectives at the forefront. The team has an award winning record in managing private client portfolios.
The investment philosophy starts from the premise that preserving capital is paramount. As such, management of risk lies at the heart of the portfolio constructions. MIM believes that an unconstrained mandate is an essential pre-condition to the effective management of risk within client portfolios and that asset allocation is a key driver to delivering superior risk adjusted returns.
A global, thematic approach to asset allocation is embraced and an open architecture platform is used to obtain an optimal risk profile for a given targeted return. Model portfolios are offered across three main currencies: US$, Sterling and Euro. The emphasis is on delivering absolute returns to clients irrespective of market cycles.