Wayne Ellis

Evelyn Partners is an active, long-term investor which aims to preserve and grow clients’ wealth by creating portfolios that should benefit from rising markets while limiting losses when markets fall. Their investment process is based on the principle that asset allocation is the primary determinant of long-term investment performance. Each portfolio is run within a specific risk profile to which an asset allocation is assigned with the goal of maintaining the appropriate long-term risk reward parameters that have been agreed with the client.

Provides investment advice

MSG is an active manager which believes that portfolio diversification across asset classes is an important way to achieve a return at a low level of volatility or risk. Their team of analysts adopts a bottom-up approach with a strong focus on fundamentals, performing quantitative and qualitative analysis and calculating a range of valuation metrics which they compare to the peer group and to the wider market, in order to gain perspective. They only select investments which they believe are the most attractive in each sector on an international basis. Their universe extends to the US and Europe for equities and globally for funds. The firm invests in fixed-income and equities, commodities, real estate and hedge funds.