Email Us

info@beaconcapital-gam.com

Our Services

Our Investment Management Approach

We recognise that everyone’s financial journey is different, that is why our approach to financial and investment planning is based on individual goals. To understand these goals and help provide peace of mind throughout your life we work with you in three phases:

PLAN: A clear plan is key in helping you meet your longer-term goals e.g. a comfortable retirement.

DESIGN: Designing an investment portfolio that considers your time horizon, your attitude to risk and your capacity for risk.

REVIEW: Helping you stay on track to reaching your goals through changing market and personal conditions.

Achieving financial security doesn’t happen by chance. It needs vision, a long-term commitment and the help of experts to create and execute the plan. It also needs successful investment of your money. We understand the critical responsibility we are given when clients entrust us with their money. That’s why we decided to take a radical and effective approach to investment management. It allows our In house consultants the freedom to focus on what they are best at — helping clients plan their finances – supported by the knowledge that the selection and vital day-to-day monitoring of those managing their clients money is being done by experts. Quite simply, the aim of our investment approach is to give our clients peace of mind, allowing them to get on with their lives without having to worry about how their money is invested or who with. We believe that it gives our clients the best chance of achieving superior investment results over the medium to long term.

We adopt a radical and effective solution to the risk of investing, offering our clients access to fund managers of outstanding ability and the opportunity to truly diversify their investment portfolio.We wanted the freedom and flexibility to access the skills of the best investment managers around the globe to help our clients achieve their financial goals. For that reason, we employ a small number of inhouse fund managers but also carefully select and contract a number of external managers to manage our range of funds.

This approach enables us to provide our clients with unique access to fund management expertise that is often only available to large institutional investors or overseas retail investors. These exclusive relationships are what help sets our approach apart, providing clients with diversification and expertise on a global scale that is beyond other wealth managers.

Financial Planning

Whether you are planning for retirement or simply having the choice of working or not, that is to say Financial Freedom

Wealth Management

Many of our clients have accumulated capital, whether from savings, sale of a property or a business, bonuses or in more...

Brokerage Service

We offer the most individually focused wealth management. Our discretionary and stockbroking services...

Risk Warning

Risk warning: trading carries a high level of risk since leverage can work both to your advantage and disadvantage.