Investment Management

We offer flexible
solutions for your cash investments.

For more information related to our Investment Management services, you can contact us on the following:

Tel: +44 1624 717171
or email: investments@ramseycrookall.com

Our Investment Approach

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. The 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

We take time getting to know you, gaining an understanding of your financial aspirations, considering the timeframe that works for you and the level of risk that is appropriate and, more importantly, that you feel comfortable in taking. Whether you are seeking an income, to grow your wealth or to preserve your capital and protect it against inflation, a well-structured and diversified investment portfolio can help to meet your goals.

Expertise

Ramsey Crookall has been working with clients for over 70 years. We have a dedicated investment team with an average experience of over 25 years. Our multi-award winning team has picked up 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 investment management service that is impartial. Our interests are aligned to 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 through successive generations. Our commitment is to help you navigate each stage of life’s financial journey, our aim is to assist you in securing your financial position now and in the future.

Personal

Ramsey Crookall’s ethos places great value in assisting clients to make their life as simple as possible. A dedicated investment manager will spend time to understand 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.

Getting started

If you decide that discretionary investment management could be right for you, please contact a member of our investment management team at investments@ramseycrookall.com

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.

Members of the London Stock Exchange and PIMFA | Licensed by the Isle of Man Financial Services Authority (IoMFSA) Registered Office: Ramsey Crookall and Co. Ltd., 38/42 Athol Street, Douglas, Isle of Man, IM1 1QH Copyright © 2009 - 2019 Ramsey Crookall & Co. Ltd
Building Personal Finance Futures London Stock Exchange