Our Investment Philosophy

Our investment philosophy is tailored to meet your personal requirements whilst our strategic approach is derived from three key factors that influence your portfoliothe economic environment, your specific investment goals and parameters, and your risk profile and tolerance. These factors all contribute to the process of refining and honing our core investment philosophy into something uniquely optimised for your needs.

We are committed to our approach and are proud to be one of a select few wealth managers willing to offer our clients a performance based fee structure. By doing this we feel we are more truly aligned to our clients' interest as, when our performance based fee approach is selected, our clients' interests become indistinguishable from our own.

We listen, analyse and review your current position with a view to understanding where you are now and where you want to be. Your adviser then works with our investment strategists to construct and implement a sophisticated, coherent and holistic financial solution. Once this is in place, we continually monitor and adjust your portfolio to respond to the changing environment and rebalance your portfolio where necessary. We adopt a strict adherence to your defined risk parameters throughout. 

Meet the Tier One Capital Team

To discover more please download our Investment Philosophy Brochure

  • 1. China's economy grew by 6.9% in 2017 according to official data - the fastest pace in two years.
  • 2. Taxpayers still owe private contractors £199bn for deals signed under the Private Finance Initiative, a spending watchdog says.
  • 3. Apple will pay about $38bn in tax on the roughly $250bn cash pile it holds outside the US following recent changes to American tax rules.
  • 4. Bosses and directors of Carillion will not get bonuses or severance payments, the government has said.
  • 5. Goldman Sachs has posted its first quarterly loss in six years amid continued troubles in its trading business.