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Working with clients for over 30 years
Clients stay with us for the long-term
by the Financial Conduct Authority (FCA)
We build long-term relationships with our clients and stay closely in touch. It is important to us that you are happy with our service and understand what we do for you.
Our proven investment process employs a unique top-down proactive asset allocation and fund selection methodology with an emphasis on managing risk and preserving capital.
Our portfolios have been live since 2012. They were designed with the aim of delivering superior risk-adjusted returns and have out-performed their benchmarks.
Arrange a free no-obligation confidential conversation to see if we can be of service.
We will help roadmap your financial goals so you can start building a secure future for you and your family.
We'll work closely with you. You will know where you're investing and how your investments are performing.
Our team conducts its own extensive in-house research. The depth and breadth of our capability matches that offered to large institutional investors.
Performance depends on how the research is evaluated. Each member of our team has decades of experience across all market conditions.
There is virtue in spreading investments but the real skill is allocating efficiently to those assets which will deliver and actively managing risk at the same time.
We deliver clear and concise communication with our clients including weekly market updates, quarterly valuation reports and performance data.
Many managers review their positions monthly or even quarterly. That's not enough. We constantly monitor so we can respond quickly should the need arise.
Our investment approach will differentiate us from many firms. Firstly, our investment research is conducted exclusively in-house. Most investment firms acquire their research from the same third-party sources often resulting in a “sameness” approach across managers. Whilst we do not strive to be different, our independent approach often means we hold a different view to many fund managers.
Secondly, we believe in Active Management and although we are not adverse to using low cost index-tracker funds, we always seek to add value through experienced fund managers who can out-perform passive investment strategies.
Our investment process was developed over many years and employs a unique top-down asset allocation and fund selection methodology with an emphasis on managing risk and preserving capital.
Thomas House, 84 Eccleston Square,
London SW1V 1PX
020 3966 2749
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.
Thomas House, 84 Eccleston Square,
Victoria, London SW1V 1PX
Realm Investment Management is the trading name of Realm Investment Management Ltd. 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.
