INVESTMENT PORTFOLIOS THAT DELIVER PEER GROUP BEATING RETURNS
We work on a case-by-case basis, structuring portfolios in line with our clients risk appetite and objectives, using the successful investment methodologies that have served Ashburton Investments for almost 40 years'.
We place a strong emphasis on building a close working relationship with advisors and clients to ensure that we can achieve a solution which best suits individuals’ goals and aspirations.
Our investment approach
Our investment philosophy, process as well as our governance framework are among our key strengths
The principle investment philosophy of Ashburton Investments is to provide investors with real returns over the long term, through a diversified investment strategy that seeks to deliver superior risk-adjusted returns. We integrate risk management into the fabric of our investment process.
Our portfolios follow a disciplined methodology in the selection of international equities, bonds, ETFs and third-party funds. Our investment managers harness the active management philosophy of Ashburton Investments to find the optimal solution for every client, enabling us to exploit opportunities as they arise.
We offer flexible portfolio management strategies to meet our clients’ needs that are available in USD, GBP and EUR.
As well as using ETFs and third-party funds, our portfolio solutions also use direct equity investment styles, including income, growth or blue-chip megacaps (as below).
View our Portfolio Management Services brochure
A minimum investment amount of US$400,000 or foreign currency equivalent is required.