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Direct Equity Strategy

The Direct Equity Strategy invests largely in UK, US and European equities, providing a well-balanced and diversified portfolio of equities that are typically of larger market capitalisation companies.

Key features

This strategy is particularly useful for investors that require lower volatility, medium to long term equity investment and/or seek some inflation protection as a key component of their overall investment strategy.

The Direct Equity Strategy is available in sterling, euros and US dollars. Alternative currency options are available on request. The Direct Equity Strategy does not aim to reproduce a “benchmark” return, but rather focuses on meeting investor expectations.

  • Portfolio of UK, US and European direct equities.
  • Typically, large market capitalisation companies.
  • High degree of personal contact.
  • Ability to phase investments.
  • Annual meetings with financial adviser and client (if required).
  • Frequent and detailed reporting.
  • Transparent fees with institutional dealing.

Important Information

Changes in rates of exchange may have an adverse effect on value, price or income of an investment. 

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Where to start

Interested? Let’s talk

How can we help your clients reach their financial goals? Click the link below.

Contact us

Contact us on 

Jersey: +44 (0) 1534 715 555

Guernsey: +44 (0) 1481 815 555 

Isle of Man: +44 (0) 1624 831 320,

or email as at [email protected]