Investment driven
With our focus purely on investment management we rely on the expertise and guidance given to our clients by their trusted advisers.

As an adviser, dedicating sufficient time to each client's investment needs can be difficult due to the wide choice of investments available and their varying levels of complexity. As a result, increasing numbers of advisers are recognising the benefit of working with discretionary managers who have the resource to provide a multi-asset, bespoke investment service.

Understanding
Through close relationships with each of our clients and their advisers, we seek to fully understand the aims and objectives of each client so that, on an ongoing basis, we can select the investments that best suit their needs.

Investment commitment
The investment choices we make are independent, analysing the full universe of managers to identify and select for investment, those that we believe will deliver the best returns for each specific client portfolio. We also draw on the investment expertise of Jupiter's renowned Independent Funds Team who run the award - winning Funds of Funds range known as the Jupiter Merlin Portfolios and provide us with valuable investment strategy insight.

As part of our investment service we aim to offer the following:

• A comprehensive and flexible approach to understanding client's changing investment objectives including their time horizon, attitude to risk and ethical investment criteria.
• An in-depth investment strategy developed through the analysis of economic factors combined with reviews of in-house and third party information and research.
• Bespoke portfolio construction using a variety of investment opportunities drawn from across the industry. Our open architecture approach enables us to select investments which we consider most effective in delivering returns. We will discuss and explain the risk and return implications of different investment options.
• A fees and charging structure that is transparent and simple to understand. Clients can also have the peace of mind that assets are held by a regulated third party custodian.
• An on-going relationship with our clients' advisers to ensure that each client's strategy evolves with their changing requirements. Regular valuation reports containing detailed performance information and a full breakdown of assets and cash held. We also provide access to clients' valuations online on a daily basis.

If you would like further information please contact:





Paula Forecast - Ch. FCSI
Director - Private Clients & Charities
Email: pforecast@jupiter-group.co.uk
Tel: 020 7314 5691



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