Peter Quayle

my wealth creates bespoke investment portfolios which are selected from the whole-of-the-market without any restrictions and are actively managed to ensure they remain appropriate through changing market conditions. The firm aims to achieve a real return (i.e. above inflation) over the long-term, by investing in a diversified number of companies and investment funds from across global markets. They invest in three asset classes; cash, bonds and equities – as they believe that these are the foundations of every successful investment strategy. In order to diversify their clients’ portfolios, the Investment Team splits down the international section geographically (i.e. US, Europe, Japan, Asia and Emerging Markets) and the UK section, where they hold direct equities. These are then split down on a sector basis (for example, mining, pharmaceuticals, banks, etc.).