Why Do We Manage Funds?

Our focus is on building long-term relationships with our clients, rather than selling products to them – so why do we offer a range of investment funds?

Our investment funds employ the same active, long-term investment approach that we use to manage individual portfolios, and as a result we view our funds as simply another structure through which we can deliver our investment service, rather than another ‘product ‘. In the right circumstances funds offer a simple, efficient way of achieving diversification whilst also minimising paperwork and tax planning for our clients.

No Conflict Of Interest

Because of our flat fee structure, neither our investment advisers or the firm benefits financially from recommending Wise Funds to clients ahead of any other investment asset.