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Investment Process

We passionately believe in the merits of active asset management and the role it can play in long-term wealth creation

A key part of achieving superior risk-adjusted returns over time results from constructing a portfolio of well diversified assets, with optimal allocation across core asset classes and amending that asset allocation depending on the macro environment. Westbury Asset Management has successfully managed client portfolios since 2003 on an advisory basis. Since January 2019 Westbury Asset Management has enhanced its offering to provide a Discretionary Fund Management service, having been granted this additional authority by the FCA .  

Discretionary management means that you provide us with the authority to make changes to your portfolio promptly, without us having to write to you in advance, within the parameters agreed with you at the outset in order to position your portfolio appropriately in relation to macro-economic climate and market outlook.  

The Westbury portfolios are devised in-house, drawing on our experience of analysing market data and economic trends, with access to real time information through sophisticated software and a constant flow of information from economists and fund managers. All of this information helps us to form a view on the markets to identify optimal asset allocation, with discretionary authority meaning that our current view is reflected across your portfolio at all times. 

At Westbury we strongly believe in active fund management, in that the skill of a fund manager can deliver superior returns to that of a benchmark or index over time. We therefore construct a range of actively managed portfolios for different risk appetites and have in place an ongoing research and monitoring programme where we are in constant dialogue with fund managers.  We are always ready to adapt our offerings to clients with specific needs.

We are also committed to keeping you informed and will provide regular valuations, performance data, commentary and factsheets to give you timely access to information about how your investments are performance and the investment climate. It is also likely that you will have on-line access to your portfolio to view 24/7.

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Wrap Platforms

We manage virtually all of our clients’ investments through an online platform to simplify and streamline the service that we offer. The platform enables us to run individual tax wrappers to include Self Invested Personal Pensions (SIPPs), Individual Savings Accounts (ISAs), Onshore and Offshore Bonds as well as to hold general investments for our clients.

 

Wrap platforms first came to the UK adviser market in early 2000’s, recognising that pension and investment products were not as flexible as they could be. Prior to that clients would be recommended pension solutions often with a limited pension fund range and separate investment accounts that were frequently held directly with Fund Managers, severely limiting fund choice, without undertaking lengthy transfer processes. 

Wrap platforms are now the first choice for wealth managers and their clients who need access to a variety of tax efficient products (SIPP/ISA/Offshore bonds) and an extensive range of investment offerings. In essence a wrap platform is a product provider and technology platform for administration and custody services. 

The wrap platform allows for consolidation of assets, provides secure on-line access for our clients to view their portfolio and centralises the administration process associated with investing. The wrap platform does not provide advice to our clients and has no authority to alter client’s investments. This responsibility remains with Westbury Asset Management.

We are able to facilitate the transfer of existing pension benefits to the platform to allow for you to combine any number of existing schemes into one. Westbury is authorised to carry out transfers from defined contribution schemes  but does not advise on defined benefit schemes (Final Salary Pensions).

+44 (0)1462 742000

admin@wam.uk.net

22 West End

Ashwell 

Hertfordshire 

SG7 5PJ

Regulated by the Financial Conduct Authority:No. 593747

© 2018 Westbury Asset Management Limited