Daniel Zegleman

JH&P aims to provide security for clients’ investments and to protect their real value against inflation whilst also providing a sustainable level of income. Global equities are at the center of their investment approach. They look for companies with inherent quality that can support superior business models and persistent above average earnings growth. Responsible investing sits at the heart of their investment approach for all clients.

Quilter Cheviot is an active investor which believes that the best returns come from a flexible approach, so they do not restrict themselves to one investment style. The firm has a house view that runs throughout the business, to which their investment managers align themselves. They create portfolios using a multi-asset approach to investing, which provides them with the flexibility to meet individual needs over the long-term. Their asset allocation process is forward looking, dynamic and not based solely on backward-looking statistics.

CAM invests in multi-asset fund of funds primarily in global equities, fixed interest and cash. The firm's objective is to deliver a balance of income and capital growth. To offer protection on the downside, they also invest in alternative assets such as property, hedge fund of funds, and structured products. They benchmark against the FT APCIMS balanced index