Few people have the time or expertise to successfully invest their capital, especially as their wealth grows and their financial circumstances become increasingly complex.
This is why financial advisers, such as PlutusGroup, have such a valuable service to offer.
Financial advisers provide a holistic financial advice service, which takes into account all of their client’s specific needs, enabling their client to achieve their long-term investment goals. The delivery of this service depends on longstanding adviser/client relationships, founded on trust and transparency.
Our belief is that the best way to meet the challenges of today’s dynamic market environment is through a carefully controlled investment framework that clarifies objectives and risks combining the skills of a dedicated research team with those of experienced investment managers.
Better results come from a mix of styles adapted to the market cycle: be it “value”, “growth” or “alternative”. Our objective is to identify future trends and give these due emphasis within portfolios.
At a strategic level, our portfolios are centred on the long-term returns expected from asset classes, enhanced by exploiting market inefficiencies. We also make active, shorter-term, tactical asset allocation decisions. These investment strategies include: Event-driven combined with Technical analysis as well as Covered call options.
Our clients benefit from the combined talent of our experienced investment managers and in-depth analysis of our dedicated research teams. We have a unique investment process that is:
- Agile – to keep ahead of today’s constantly changing markets
- Flexible – to incorporate any personal investment requirements
Products and Risk factors
This page cannot disclose all the risks and other significant aspects of our investment products and services. Read more. You should satisfy yourself that you fully understand the conditions which apply to such investment products and services and the potential risk exposures. Please note that we will send you regular reports on the services we provide to you and will include in those reports the costs associated with the transactions and services we undertake for you.
With offices in London and Liverpool, as well as our global partners we are able to offer easy access to our services wherever you are based.
Each of our offices has a team of expert investment managers who contribute to and make use of our core investment process. This means that whichever office you choose to work with, you can expect the same high levels of service and investment management.
PlutusGroup strives to be completely transparent to our clients. We will always explain our fees in detail, show a full breakdown of performance and provide open and honest communications. You will also know from the outset who is managing your portfolio and how best to contact them.