Investment Management

Transcription

1 ASSET management Investment Management

2 Hanson Asset Management Who We Are Hanson Asset Management provides investment management and advisory services globally to wealthy families, high net worth individuals and entrepreneurs. We also service institutions such as pension funds and charities. Hanson Asset Management s predecessor entity was founded by the Hanson family essentially as a family office before the term became common parlance, with a mandate that embraced the management of liquid and alternate investments with a capital preservation bias including real estate investments and general advisory services. In 2010, Hanson Asset Management was created to formalise the management and oversight of Hanson Family assets under an FCA regulated umbrella and at that point we began to formally act for families and individuals that were in effect members of the extended Hanson Family. It was not until 2012 that we began to act for third party clients, our mantra however remains the same: our clients are true partners who receive the same level of attention and service commitment as the founding family and rank pari-passu in every respect. Hanson Asset Management is based in London. 02

3 Hanson ASSET MANAGEMENT LOOKING AT YOUR INVESTMENTS FROM A NEW PERSPECTIVE Hanson Asset Management marries the best of a family office with a global financial institution. We offer the high levels of service, transparency and absence of bureaucracy that are the hallmarks of an excellent family office combining them with the global reach, intellectual rigour and expertise of a major international financial institution. For us each client is separate and distinct, as a result we bring all our expertise and resources to offer tailored solutions to a client s needs

4 OUR SUCCESS IN ASSET MANAGEMENT IS BUILT ON THREE Core Principles Our business is built on three core principles: Independence and Objectivity We have no tied in-house managed funds or investments. Instead, we focus on finding for our clients best in class investments that are most suited to their needs and expectations. We craft our client investment portfolios without conflict of interest or compromise and ensure our charges are completely transparent from the outset. Alignment The assets of the founding family, our money and that of our clients are all managed side by side. We make money when our clients are making money and we treat all of our clients in the same manner. Intellectual Rigour and Expertise Our investment team has a rare blend of institutional and private client disciplines. We also have access to the resources and expertise of leading global investment firms while retaining the flexibility to investigate niche opportunities and investments. Uniquely, Hanson Asset Management has formed an investment consulting practise to provide independent investment advice, examine portfolio risk, risk mitigation strategies and monitor investment managers

5 Our Investment Philosophy. Generating healthy returns on your investment for an acceptable level of risk Hanson Asset Management s main objective is to achieve as high a return as possible for the client s acceptable level of risk. Every effort is made to avoid capital losses by ensuring levels of risk are closely monitored and managed on a real-time basis. For us each client is unique. We see our job as working with the client to develop investment solutions that address his or her particular personal concerns, responsibilities and ambitions. Our overall investment philosophy is based on the following key points: Preserving capital while generating returns Diversification by asset class, geography, product and manager tactical asset allocation based on our analysis of economic trends and cycles, valuations and market sentiment Open architecture and rigorous, fundamental analysis The investment universe is constantly expanding with new types of investments becoming available to the private investor. Hanson Asset Management is able to purchase and manage equities, fixed income, cash and currencies, collective investments, private equity, hedge funds, structured products, property and derivatives

6 Investment Process Our independence enables us to take advantage of the best research on offer, from top global institutions as well as specialist boutiques and well known economic and market commentators. Additionally, our investment selection is unbiased as we have no obligations to investment houses or product providers. Each investment is selected by us on its own merits. Directors of Hanson Operating companies Investment Policy Committee CIO and Hanson Research Department House View on Strategic and Tactical Asset Allocation External Market Advisors HANSON ASSET MANAGEMENT PIECES TOGETHER THE MOVES TO MANAGE YOUR MONEY EFFECTIVELY Security Selection Committee Hanson Investment Consulting CIO and Hanson Research Department Investment Management team Investment Managers Client Portfolios 09 10

7 Discretionary Portfolio Management tailored to your individual needs A core service is managing client portfolios on a discretionary basis. We focus on finding the best solution for client portfolios without the conflicts of interest created by proprietary products or commissions on third party products. We work in a discretionary capacity to provide a comprehensive asset management service. The core functions include portfolio review and management, asset allocation at the strategic and tactical level, and best of breed product selection. We begin with generating an in-depth understanding of a client s situation and formulate an appropriate investment plan in partnership with the client to meet their objectives. We work very hard to establish a deep rapport with each client; regular meetings are very much encouraged not only to discuss portfolios, but also to keep current with our clients evolving circumstances and financial requirements. Our investment selection process encompasses the identification of economic and market trends. In formulating a bespoke portfolio our team will analyse and select the appropriate funds, index trackers, equities, credit instruments, alternative investments and other securities across geographies. This is combined with constant monitoring of both market and operational risk within individual portfolios and across the product range in which we invest to maximise returns for clients

8 AN ADVISORY PORTFOLIO MANAGEMENT SERVICE WORKING TOGETHER TO ACHIEVE YOUR GOALS Some of our clients wish to be more involved in the running of their portfolios and the development and evolution of their investment strategies. For such clients, Hanson Asset Management offers an Advisory Portfolio Management service. Based on a deep understanding of each client s objectives and levels of risk, we will identify and communicate investment ideas to the meet these objectives. No transactions will be executed without agreement and consent from the client. Our Advisory Portfolio Management service also embraces product and manager monitoring, product analytics and benchmarking, risk management and reporting

9 EXECUTION- ONLY SERVICE driving you to success The Execution-Only Service enables clients to retain full control over their investments by making use of the dealing and custody services on offer from Hanson Asset Management

10 HYDE PARK A4 A315 KNIGHTSBRIDGE KNIGHTSBRIDGE KNIGHTSBRIDGE GROSVENOR CRESCENT GROSVENOR PLACE A4 CONTACT US HANSON ASSET MANAGEMENT B319 PONT ST 17 For further information about our services, or to arrange a meeting, contact Edward Collins at: edward@hansonam.com For general enquiries, please contact us at info@hansonam.com Tel: Hanson Asset Management Ltd. 8th Floor One Grosvenor Place London SW1X 7HJ UK This document has been prepared and published by Hanson Asset Management Limited (HAM) which is authorised and regulated by the Financial Conduct Authority. It is published solely for information purposes and is not to be construed as a solicitation or an offer to buy or sell any assets, securities or related financial instruments. It has no regard to the specific investment objectives, financial situation or particular needs of any recipient and no personal recommendation is being made. No representation or warranty, either expressed or implied is provided in relation to the accuracy, completeness or reliability of the information contained herein nor as to its suitability for any purpose. Any opinions expressed in this material are subject to change without notice. HAM is under no obligation to update or keep current the information contained herein. This document should not be relied upon in substitution for the exercise of independent judgement or seeking independent advice. Neither HAM nor any of its Directors, employees or agents accepts any liability for any loss or damage arising out of the use of all or any part of this document. The value of an investment and the income derived from it can go down as well as up, it may be affected by exchange rate variations and you may not get back the amount invested. Past performance is not necessarily a guide to future performance. Individual taxation circumstances may vary. You should consult your tax adviser if in doubt. This material is for the sole use of the intended recipient and is for distribution only under such circumstances as may be permitted by applicable law. Copyright 2013 Hanson. All rights reserved. HAM specifically prohibits the reproduction and redistribution of this material and accepts no liability whatsoever for the actions of third parties in this respect. Company registration details: Registered No: Registered Office: One Grosvenor Place, London SW1X 7HJ Registered in England & Wales

11 ASSET management Hanson Asset Management Ltd is authorised and regulated by the UK Financial Conduct Authority