Systematic, globally diversified & low cost
Once you have worked with Brunel Capital Partners to put a long-term financial plan in place, we know how much capital you have and need to invest.
We have set up our own Discretionary Fund Management Firm to manage our clients’ portfolios.
Through Brunel Wealth Management Limited, we provide a systematic, globally diversified, low cost way of investing which is designed to give you the best chance of success.
Our investment philosophy follows three guiding principles:
- Optimism about the future: we know that the whole market will continue to deliver long term value as it has always done
- Patience: once money is invested we need to have patience and an eye on the long term, not on what markets are doing today
- Discipline: delivered through careful asset allocation, diversification and re-balancing of your portfolio to keep it in line with the course set.
We control investment costs by using Index Funds. We only use actively managed funds if there is a compelling reason to do so. High costs of investing are one of the quickest ways to erode capital.
We would love to tell you more. Please get in touch email@example.com