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WE CONSTANTLY MONITOR THE PULSE OF THE MARKET...

SO YOU DON’T HAVE TO

Realm Investment Management is a discretionary investment manager working exclusively with financial advisers.

WHY WORK WITH US?

  • Our proprietary investment process has proved itself through many years of volatile market conditions
  • Our DFM Charge is set as a “Fee Only” option at just 0.25% per annum plus VAT. We apply no other charges.
  • We can offer a totally unrestricted platform solution including comprehensive client reports, online access for valuations and safe custody from a highly reputable institution. Our platform is charged at just 0.25% per annum capped at the first £1 Million for individual and family accounts. Which means that the most a client will pay is capped at £2,500 per annum.
  • With many DFM providers charging more than 1% per annum (Source: Wealth Manager Issue 454 Sept. 2018) we believe our combined charges, which at most would be 0.55% per annum inc. VAT, are extremely competitive in current market conditions.

Contact us now and discover how our services can augment and strengthen your existing proposition.

Giving us the responsibility of managing, monitoring and communicating the investment decisions for your clients will allow you more time to focus on the growth and development of your business.

Our Model Portfolio Service (MPS) is a range of risk-assessed portfolios designed with the aim of delivering superior risk-adjusted returns for your clients.

Our proven investment process employs a unique top-down asset allocation and fund selection methodology with an emphasis on managing risk and preserving capital.

You maintain full control of the relationship with your client which we will endeavour to support and enhance.

RESEARCH

To systematically review investment market data to extract facts rather than relying on the common narrative.

EVALUATE

To judge and subsequently determine the value of research in order to reach new conclusions.

ALLOCATE

To then efficiently apportion the available capital for various uses.

LIAISE

To communicate with investors and keep them informed.

MONITOR

To keep a continuous record of how market data is changing and provide a feedback loop to our research.

MARKET COMMENTARY

Access our weekly Market View or for older research visit our Archive

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Stocks higher with focus on PMI data

 Stocks higher with focus on PMI data 150 150 Realm
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Stocks try to stabilise today after sell-off on Monday

 Stocks try to stabilise today after sell-off on Monday 150 150 Realm

MARKET VIEW w/e 18th September 2020

 MARKET VIEW w/e 18th September 2020 981 980 Realm
Many advisers are delegating the responsibility of investment management to a third-party. They are finding the right balance, creating more time to focus on their clients and building their businesses.
CONTACT US TO LEARN MORE

REALM Investment Management Ltd
Thomas House
84 Eccleston Square
London SW1V 1PX

Tel: 020 3948 1464
Email: info@realmim.com

Realm Investment Management Limited is directly Authorised and Regulated by the Financial Conduct Authority under registration number 803673.

The value of your investments can go up as well as down and you may get back less than you originally invested.

© 2018 Realm Investment Management Ltd

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