At TWP, we have a passion and commitment to managing wealth and managing clients’ funds. We aim to protect wealth and both our selves and our investment partners seek to deliver this through our investment strategy. Our core portfolios comprise multi asset funds and strategies with the aim of protecting capital at times of uncertainty and picking up some investment growth when markets are more buoyant. For the more adventurous investor this strategy is complemented by a blend of more volatile investments, each selected for their fund management and performance qualities.
At TWP we have a variety of investment solutions to meet our clients’ needs. We manage our own portfolios and also have carefully selected investment partners who manage portfolios for us. Investment ideas that are used in our portfolios are thoroughly vetted by both our investment partners’ extensive research resources, and by our TWP Investment Committee.
For those clients with more substantial sums, we can offer the services of Discretionary Fund Managers who have been carefully chosen to partner TWP because they share the same broad macro economic views and investment strategy as we do.
We also work closely with selective law firms, accountants and tax specialists to complement our own expertise.