Tailored investment solutions that fit you perfectly
‘One size fits all’ is never our approach. Every client is unique so every investment strategy must be personalised to suit your specific needs. We painstakingly search for the right investment product, protection, or tax advice for you, then regularly review it.
Our Investment Committee
Select’s distinctive investment approach is managed by our Investment Committee. Working on behalf of you, our investors, the committee meets regularly to review performance as well as detailed reports from each of our investment managers.
A team of investment experts, supported by various independent consultancies, oversees the funds and fund managers we work with. Always attuned to market conditions, we can quickly respond and adapt to changing fundamentals.
Our Portfolio Committee
Acting as a consultant to the Investment Committee, our Portfolio Committee analyses and vets the full range of portfolios and funds we offer. This helps to ensure that you are always investing in appropriate and optimally diversified investment solutions.
If changing market conditions lead us to review our portfolios, the committee will select any new funds or fund managers they deem suitable and replace any that no longer meet our criteria. This flexible approach is key to delivering the best outcomes for
our investors.
Your money is always safe and secure
When you invest with Select, we back your investment with physical assets such as shares, bonds, and real estate. So in the unlikely event of us becoming insolvent, you will have access to these secure assets.
This differs from investing with a bank or a building society where your money is used to help them finance long-term loans to other clients. If their reserves ever fall below a certain level, then you may be unable to withdraw your capital.
There is also the confidence that comes from knowing we are a member of the St. James’s Place Partnership, one of the world’s largest and most respected wealth management companies.
The value of any investment placed through Select will be directly linked to the performance of the funds selected and may fall as well as rise. You may get back less than the amount invested.
Access a world of fund management expertise
The best investment talent is never confined to one firm or location. To give you access to the best investment managers, we therefore work with fund houses from all over the world – exclusive relationships that give us a unique edge. This diversification of talent brings peace of mind and leads to more informed investment decisions.
Portfolio Management Services are provided by St. James’s Place.
Contact us today to discuss your investment needs.
The levels and bases of taxation and reliefs from taxation can change at any time. The value of any tax relief depends on individual circumstances. You are advised to seek independent tax advice from suitably qualified professionals before making any decision as to the tax implications of any investment.
