OUR MEMBERSHIP OF SUCCESSION
DeMontfort were one of the founder members of a new exclusive grouping of financial advisors in the UK, Succession Advisory Services (Succession).
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The aim of Succession is to heighten professionalism and business ethics within all Member firms so we can deliver an ever improving service to our clients, managing and maximising our client’s wealth. Central to the group’s belief is that we, as financial advisors, must concentrate on helping clients achieve their objectives within a proper risk, controlled framework.
Having achieved this, we then need to access investment solutions that will deliver according to the financial plan we have put in place for you, our client. Using Successions ability to secure contracts with Global Fund Management Houses (often at institutional rates) we have compiled a Matrix of leading Investment Solutions using the expertise of Investment Managers such as Goldman Sachs,
Schroder’s, F&C, Jupiter, as well as specialist niche investment houses that concentrate in the increasingly popular passive investment strategies such as Frontier and 7IM.
What all the Investment Managers on our matrix possess is a very disciplined Investment process (not built around a star fund manager) so they can manage Volatility within their funds and increase the predictability of returns.
All of these solutions and a vast array of other investment funds/products can be accessed via the groups Wrap Platform solution which is at the forefront of technology and modern investment solutions.
Succession have appointed an investment committee with leading people from our Group, and employ the services of one of the UK’s better known firms of research and risk management consultants, Rayner Spencer Mills. We would be delighted to talk to you about any aspect of our membership of Succession in more detail.