Our Investment Approach
Our aim is to reduce volatility and deliver higher, more stable returns. We can blend the generation of income and growth or offer a more focused approach depending on your specific needs. When it comes to choosing specific assets for a portfolio, we combine our own expertise with that of skilled external investment managers. This open architecture approach means that we are continually searching global markets for the best investment opportunities in which to deploy our clients’ funds, with complete independence. In addition, we monitor those assets we hold within portfolios on a rigorous basis.
Discretionary Managed Service
Ramsey Crookall’s discretionary managed service is ideal for those wishing to delegate the responsibility of the day-to-day management of their investments. With discretion to manage your funds and make decisions in accordance with your investment goals and risk appetite, we will manage the portfolio on your behalf, seeking to achieve your specific objectives.
Whether it is a busy lifestyle or the comfort of an experienced & professional service that you seek, this approach allows you to focus on other aspects of life.
What are the benefits of
Ramsey Crookall’s discretionary managed service?
Bespoke, Expertise, Impartial, Longstanding, Personal, Proven and Transparent Charging Structure
Getting started
If you decide that discretionary investment management could be right for you, please get in touch with a member of our investment management team at investments@ramseycrookall.com
Bespoke
We take time to get to know you, gaining an understanding of your financial aspirations. We consider the timeframe that works for you and the level of risk that is appropriate and, more importantly, that you feel comfortable taking. Whether you are seeking income, growing your wealth, or preserving your capital and protecting it against inflation, a well-structured and diversified investment portfolio can help you meet your goals.
Expertise
Ramsey Crookall has been working with clients for over 76 years. Our dedicated investment team has an average experience of over 25 years. Our multi-award-winning team has received several illustrious industry accolades.
Impartial
We are an independently owned company. We do not have ties to fund managers, banks, or third parties, and we can access a broad universe of investment assets. We deliver an impartial investment management service. Our interests are aligned with your needs, and we take pride in managing your wealth.
Longstanding
We are proud of our longstanding relationships with our clients. Many families remain with Ramsey Crookall for successive generations. Our commitment is to help you navigate each stage of life’s financial journey and assist you in securing your financial position now and in the future.
Personal
Ramsey Crookall’s ethos values helping clients simplify their lives. A dedicated investment manager will spend time understanding your circumstances and aspirations before recommending a portfolio. You will have direct access to your investment manager to discuss and review your investments.
Proven
We understand that delegating the management of your assets is an important decision. As the Isle of Man’s longest-established independent firm of stockbrokers and investment managers, we are experienced in dealing with the challenges and opportunities involved in wealth management. Ramsey Crookall has navigated clients through difficult periods as well as managing money during good times.
Transparent charging structure
Your investment manager will be pleased to discuss our clear and transparent charging structure with you before you commit to our discretionary management service.
Charities
Ramsey Crookall has a long history of managing investments for charities and works closely with trustees to ensure that the aims and requirements of the charity are adhered to. Our independence enables us to develop strategies that are aligned to particular mandates, matching a charity’s income and growth targets, attitude to risk and investment policy.
We appreciate the responsibilities of the trustees and management team and aim to achieve consistent, risk-adjusted returns over the longer term.
Pension Funds & SIPPs
Your pension savings are a vital asset and often one of the largest but did you know you can take control over how those funds are invested? We work with a number of providers who offer a range of pensions including Self Invested Personal Pensions (SIPPs). Our investment services allow you to take control, offering a flexible and personalised approach to how your pension savings are invested.
Our highly experienced investment team can offer a tailored investment service for your pension assets whether you are growing your fund, aiming to preserve your accumulated fund or taking a retirement income.
Investment Management
Ramsey Crookall provides bespoke investment solutions, offering an approach as individual as you are. Initially, we focus on asset allocation, which plays an important role in portfolio returns. We determine the mix of assets that will work best in your portfolio, a spread of investments across geographic areas can offer different opportunities within a diversified portfolio.
We offer flexible solutions for your cash investments.
We offer
flexible solutions
for your cash
investments.
Our Investment Approach
Our aim is to reduce volatility and deliver higher, more stable returns. We can blend the generation of income and growth or offer a more focused approach depending on your specific needs.
When it comes to choosing specific assets for a portfolio, we combine our own expertise with that of skilled external investment managers. This open architecture approach means that we are continually searching global markets for the best investment opportunities in which to deploy our clients’ funds, with complete independence. In addition, we monitor those assets we hold within portfolios on a rigorous basis.