Successful investing requires a disciplined approach that is also responsive to a rapidly changing economic and investment environment.
In our hands, your assets will enter our proven investment cycle strategy:
- Asset Allocation
We use regular meetings and a thorough research process to determine our preferred exposure to the major asset classes for your investments.
- Investment Selection
We select your investments using a multi-asset approach and by choosing a wide range of alternative non-correlated investments to keep risk strictly within your risk parameters. We utilise market-leading research tools in our selection process.
We continuously monitor your portfolio and investments to react to the ever-changing economic and investment environment.
- Portfolio Review
Our Investment Committee meets regularly to review and discuss our risk-rated strategies and apply them to your portfolio.
What Do We Offer?
We will discuss your specific objectives as well as both your attitude to risk and your capacity to tolerate that risk to create a portfolio that fulfils your individual requirements. You then leave the responsibility for the day-to-day management of your portfolio at our discretion. We will provide you with regular performance progress reports to keep you informed and reassured. Your trust in our dedicated and experienced investment team is rewarded with a first-class asset management service that has your best interests at its very heart.
Personal Tax Service
Your tax no longer needs to be taxing. We will assist you with all your personal tax affairs including your annual tax return. Our in-house specialist completes and submits your annual tax return for you and reviews your investments regularly with your portfolio manager to ensure maximum tax efficiency. By leaving your tax and investment affairs in our capable hands, you can be sure that they are managed in the most tax-efficient manner.
Our Client Portal
Useful Articles and News
Investor Update – 16th January 2023
2022 began with an optimistic tone which proved short-lived as the year became one of the worst for investors in recent memory. The outbreak of war in Europe and, in the UK, political in-fighting and the crass mishandling of a supposed radical mini-budget were amongst the reasons for the change in outlook.
Investor Update – 11th July 2022
A brutal second quarter in global equity markets has led to the worst first half of the year for more than a decade.
Leodis Wealth 2022/23 Tax Guide
Here you will find a copy of our useful 2022/23 tax guide. This guide details rates applicable to those resident in England. Some rates for Scottish residents are different and further guidance and advice should be sought.