Personalised approach to investing
This personal focus ensures we can discover the best ways to help you reach your investment goals. It also means we pay particular attention to building portfolios that are resilient and have low likelihood of significant and irrecoverable losses.
Our disciplined approach includes a willingness to make significant moves in terms of asset allocation, and while we seek good returns, preservation of capital is paramount.
Risk and Return
Intralinks’s task is to minimise the risk for any given expected return level and ensure that the most prudent actions are taken over time, rather than committing the many common mistakes that investors often make.
We aim to ensure you have the greatest chance of success by monitoring both your goals and your position as they change over time. This is real-life investing.
Our investment approach is best highlighted by the following factors:
- Goal based;
- Thinking about investments from the clients’ perspective and taking responsibility for the outcomes
- Building portfolios of high-quality investments
- Active risk management
- Using our expertise and connections to give clients access to high-value investment opportunities that would otherwise be difficult for them to access
- Promote cost and tax efficiency