Investment Management

There are a variety of investment approaches available to clients in the investment universe and sometimes this can become confusing or in some cases 'extreme'.  At Maze Wealth we appreciate these arguments including scientific and acedemic research.  Our analysis of the various investment propositions has led us to adopt our own unique style that we feel our clients will benefit from. In brief our investment approach adopts the following key principles:

  • A genuine diversification of assets combined with long term prudent asset allocation
  • Exposure to around 6 asset classes including cash, bonds, property, equities, specialist funds & commodities
  • A 'blend' of both passive & active funds where we believe fund managers can add value
  • Although we adopt a long terms strategic approach via our 5 'core' Maze Portfolios, we apply a tactical overalay

Our approach, plus other processes and proprietary knowledge, feed into the strategic and tactical decisions we take to preserve and grow our client's assets.

 

 

Please read our Privacy Statement before completing any enquiry form or before sending an email to us.

Maze Wealth is authorised and regulated by the Financial Services Authority (http://www.fsa.gov.uk/register/home.do). FSA Registration No: 230603

Maze Wealthis authorised and regulated by the Financial Services Authority (http://www.fsa.gov.uk/register/home.do). FSA Registration No: 230603

Please read our Privacy Statement before completing any enquiry form or before sending an email to us.

London, Home Counties, Kent, Beckenham, Bromley, Chislehurst, Keston, West Wickham, Orpington, S E London, Blackheath, Chartered Financial Planners, financial planning, IFA, independent financial advisors, local IFA, wealth management, investments, investment management, pensions, income drawdown, pensions & divorce, equity release, lifetime cashflow planning, ISA, portfolio, trustee investments and advice, later life advice, long term care, immediate needs annuity, lifestyle planning, inheritance tax planning, estate planning, fee only advice, Dhan Sharma, Francis Phillips