Ari Towli

Smart IM’s philosophy is rooted in the fundamental belief that risk and returns are always related. Their assets can include equities, property, fixed interest, absolute return and cash. The higher ratio of equities entails more risk in a portfolio, and higher potential gains. This chart illustrates the indicative asset allocations for each risk profile.

Liontrust Investment is an active multi-manager which employs a proprietary investment process to combine the skills and abilities of different fund managers and fund management groups through a diversified investment portfolio that offers a second tier of professional management. The firm follows a modular approach, designed to achieve a variety of objectives and strategies and which allows their clients to choose which functions they require to complement their existing skill sets. Their process covers the full range of asset classes and investment instruments and includes offshore as well as UK-domiciled investment products.