Hector David Hugh Kilpatrick

Provides asset management services

BMAM is an active, medium- to long-term manager which aims to provide strong and consistent risk-adjusted returns by constructing balanced, individual portfolios composed of the best investments across asset classes. The firm aims to combine selected external managers with a carefully selected mix of direct, passive and alternative assets across a managed selection of the most relevant asset classes. Investment managers combine their understanding of client requirements with asset allocation guidance from the investment committee and investment selections from their research teams. BMAM’s in-house research teams and experienced investment managers form the backbone of the firm’s centralized investment process which aims to generate transparent and consistent performance outcomes, and to provide high-quality investment solutions that resonate with the requirements of professional adviser firms and their clients.

Cornelian aims to protect and enhance its clients’ real wealth over time, whilst ensuring the level of investment risk taken is appropriate and agreed. The firm believes that global, unconstrained, multi-asset investing achieves superior risk adjusted returns. They use active management at all levels of the investment process from asset allocation through to the selection of individual investments.

SVM seeks to maximize their clients’ portfolio returns and protect their interests. The firm seeks an approach to investing which integrates ESG analysis into day-to-day investment activities.

Closed-End Investment Fund/Investment Trust

AIM’s investment process is the product of their “Focus on Change” philosophy and combines asset allocation, security selection, portfolio construction, dealing and risk management. They carry out rigorous research in all the major financial markets. Their dedicated risk management team measures and monitors risk across all portfolios. Each fund has a clearly defined specification setting out the parameters within which the portfolio manager can invest.