The Stirling House Approach to

WEALTH MANAGEMENT

The Stirling House Approach to Wealth Management is designed to deliver a Personalised Service actively managed, as opposed to passively tracked with the  knowledge of a Global Investment Specialist.

From the first meeting  with your Stirling House Adviser, they will make sure they put your investment requirements at the centre of everything they do. This includes taking the time to develop an in-depth understanding of your aspirations and circumstances. Only then will they select the Stirling House Fund that they believe is best suited to your goals and attitude to risk.

The Stirling House Funds have been carefully designed and crafted to span the entire risk spectrum. Within each fund is a mixed portfolio of assets, all directly invested and actively traded within strict risk parameters by our Active Fund Manager.

The analysis of environmental, social and governance factors form an integral part of the consideration for every investment decision.

This sustainable investment approach goes beyond the initial stock selection. Our Fund Managers consider themselves stewards of our clients’ assets, a mind-set that is guided by a commitment to think like owners of the companies in which they invest, rather than simple passive holders of the shares.