• Investment Committee

    Meet the team behind the research and analysis used to build our model portfolios

Dynamic investing

For a dynamic world

Unlike many other firms, we do not outsource the task of constructing and analysing the model portfolios we use with our clients. Instead we decided to use our in-house expertise to form our own investment committee, so that we can cater fully to the needs of our clients in the most cost-efficient manner.

In addition, we have access to our very own class-leading investment platform – VisionWealth – which serves as a portal to a vast universe of FCA regulated funds, tax wrappers and financial planning tools. This cutting edge technology, due to its streamlined build and intelligent design, comes at an incredibly competitive price point, and it’s a cost saving we are delighted to be able to pass on to our clients.

All of this means that, whatever your individual circumstances, we are ideally placed to recommend the most effective wealth management solution, while delivering outstanding value for money.

We are acutely aware of the complex and ever-shifting nature of today’s economic environment, and as such we meet on a quarterly basis to review our positioning and ensure that our models are optimised for the present – and predicted – market conditions.

Our approach to investing is multi-faceted and flexible: part mathematical modelling, part behavioural coaching and part real-world economic analysis – all of which is informed by decades of combined experience in providing advisory wealth management services.

investment platform

Investment Committee members hold an array of technical qualifications in investment planning and risk management, which provide the methodological framework for our performance analysis and decision-making processes.

This combination of knowledge and experience enables us to build finely-tuned model portfolios that cater to a wide spectrum of long-term investors – from the cautious income seeker to the adventurous growth seeker. By keeping processes as streamlined as possible, the end result is a bespoke wealth management service that offers market-leading value for money.

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© 2017 Thomas Heald Limited. All rights reserved. Thomas Heald Limited (FCA No. 492792) and Thomas Heald Solutions Limited (FCA No. 528610) are entered on the FCA Register at https://register.fca.org.uk/. Registered in England No: 06622318. Registered Address: 6 Feast Field, Horsforth, Leeds, West Yorkshire, LS18 4TJ. Chesterfield Branch Address: 11 Napier Court, Gander Lane, Barlborough Links, Chesterfield, Derbyshire, S43 4PZ.

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