As every client comes to us with different objectives, ambitions and circumstances. It is our responsibility to understand those elements and build the right portfolio for you. Your investment manager will help shape your financial future, looking at what is achievable. We help you set investment goals that incorporate your time horizon, your attitude to investment risk and the level of investment returns you need. This is an ongoing process that is designed to adapt as your circumstances change. When building your portfolio we believe holding the right blend of assets – including equities, fixed income and diversifying alternatives – is the primary determinant of long-term investment performance. As a framework for constructing your portfolio we use a range of asset-allocation strategies, built by our specialist in-house team. Your investment manager will fine-tune the allocation to meet your exact requirements before selecting appropriate investments within each asset class.

Although our Model Portfolio Service will be suitable for a large proportion of investors, we understand that one size does not necessarily fit all. Therefore, under our bespoke discretionary management we offer a bespoke portfolio service whereby we will tailor the investments to your individual profile, taking into account many factors including interests, beliefs, ethos, strategy, geographic location, risk appetite, objectives, age, income requirements, future plans, and more. A bespoke portfolio service is suitable for high-net-worth individuals or corporate entities with specific requirements or goals.

This bespoke approach enables us to have oversight of each moving part, allowing us to accommodate your individual preferences in the mix. As a client of our in-house portfolios, you benefit from complete transparency over every investment within your portfolio. Your investments are continuously monitored and regularly reviewed, with the benefit of being able to speak to an Investment Manager to understand decisions further. 

One of the things that sets Fountain Wealth Management apart from our competitors is an ongoing commitment to maintaining our unbiased outlook and execution. This helps to ensure there are no external conflicts and we can focus on putting our clients first whilst remaining completely independent. This is embedded into our company culture and combined with our expertise, allows you to be confident in our independence when selecting and focusing on the very best investments globally.