James Follows

Provides brokerage services

LGT WM UK is an active manager which offers a personalized, flexible, direct approach to investment planning and management across multiple asset classes. The firm prioritizes long-term value creation over short-term profit maximization. They have access to the resources and expertise of leading global investment firms, while retaining the flexibility to source niche opportunities to suit individual client needs. LGT WM UK allocates assets based on clients’ specific risk and return profitability and modern portfolio theory and advise on strategies which will enhance net returns through appropriate tax planning.

AIGSL is an active, research-oriented manager which invests in all major asset classes including equity, fixed-income, real estate and cash. They also have expertise in SRI and alternative investments. The firm manages equity funds and fixed-income funds, following long-only and hedged strategies. They specialize in UK-related markets and share research globally throughout Aviva divisions. AIGSL employs a bottom-up investment process based on fundamental financial analysis and valuation and informed by top-down macro-economic research. They select stock by focusing on favorable industry sectors and utilize a dividend discount model. Determinant criteria include return on assets, price-to-book ratio and a low historical price-to-earnings ratio.

PAM is a value-oriented manager. Their focus fund team seeks to outperform the FTSE All-Share Total Return Index over the medium-term, constructing a concentrated portfolio of stocks drawn from the UK equity market which they believe are undervalued. The managers seek to identify the circumstances the undervaluation and promote solutions to stimulate a re-rating of the stock The firm's Advance UK Trust seeks out of favor funds trading at wide discounts to net asset value and well-managed funds positioned to perform. The firm takes a proactive approach, working with boards, managers and advisers to find a solution beneficial to all shareholders.