William Lamond

CGWIL is an active, long-term investor which offers clients an access to a wide range of portfolio building and management resources, supported by rigorous, robust and highly analytical investment process includes in-depth research, in-house resources and insights into local and international markets. The firm invests in individual stocks and bonds, and other alternative asset classes. They also invest in third party investment funds, for added diversification and access to a wide range of investment styles and strategies.

Collins Stewart is an active, risk-averse investor that manages portfolios to maximize returns on a risk-adjusted basis in rising markets and reduce losses in falling markets. Their Asset Allocation Committee determines the balance of investments between bonds, equities, commodities, real estate and cash, overlaying these decisions on the countries and sectors offering the best prospects. A fund selection team of sector specialists focuses on specific regions to ensure balanced and relevant fund choices. The firm's stock selection committee uses a wide range of research, including Collins Stewart's proprietary stock valuation system to identify the most attractive holdings. These decisions are reflected across a range of model portfolios from which they develop tailored client solutions. The firm's in-house portfolio monitoring team ensures that decisions are implemented consistently and appropriately. Collins Stewart offers open-ended investment funds based in Guernsey and Dublin. The Guernsey funds invest in fixed-income, balanced, growth and funds of hedge funds and the Dublin funds provide dedicated exposure to European, US and UK equity markets as well as offering a total return bond fund