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Hawksmoor Investment Management

Website: www.hawksmoorim.co.uk

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Introduction

Hawksmoor is an investment management business committed to the responsible management of the wealth entrusted to our care. We specialise in providing a series of risk-based ‘Model Portfolios’ for Financial Advisers, managing multi-asset funds-of-funds and high quality discretionary management services for private clients including trusts, pension schemes and charities. Hawksmoor has been managing Model Portfolios on platforms since 2009. Our Model Portfolio Service offers a high-quality, low-cost investment solution for Financial Advisers and Planners and we believe is the next best thing to an in-house investment team.

Models

Hawksmoor offers six Model Portfolios which are independently risk rated by Distribution Technology, Synaptic Software and Defaqto:

  • Defensive
  • Cautious
  • Balanced
  • Growth
  • Aggressive
  • Distribution

The key benefits to advisers and their clients are:

  • Control: advisers can outsource investment management to Hawksmoor while retaining custody of assets on their chosen platform or ‘wrap’, facilitating holistic financial planning for their clients. They also retain control of the relationship with their clients: Hawksmoor simply manages the investments at arm’s length
  • Efficiency: advisers and their clients don’t need to follow a cumbersome advisory investment process - Hawksmoor manages the model portfolios on a discretionary basis
  • Risk Based Solution: Our active portfolios are independently rated by Distribution Technology, Synaptic Software and Defaqto to assist advisers with their client suitability
  • Cost-effectiveness: Hawksmoor’s annual charge for the Model Portfolio Service is just 0.3% + VAT
  • Transparency: Hawksmoor provides regular Factsheets and updates on the composition of the Model Portfolios and their performance against the usual benchmarks. Also, the advisers are able to have access to the Managers to discuss investment strategy and the positioning of the portfolios.

Rebalance schedule

There is no fixed rebalancing schedule, instead we choose to make amendments and rebalance our Model Portfolios when deemed necessary.

Charges

The Annual Management Charge for the Hawksmoor Model Portfolio Service is 0.3% + VAT.

Contact details

Business Development Team:



0139 241 0180

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WA03442

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WA03442 12/2017