Unlock the full potential of your wealth with AHR Group’s expert investment management services. Our experienced investment team provides managed and bespoke solutions tailored to your unique goals and risk tolerance.
Benefit from our smart investing approach to achieve consistent and sustainable financial growth.
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Our investment management services offer two options: managed and bespoke investment portfolios.
The managed investment portfolio provides five different models with varying risk levels in three major currencies (GBP, USD, and EUR).
If you prefer a more personalised approach, our bespoke investment portfolio will consider your financial goals and risk tolerance to create a portfolio that aligns perfectly with your needs.
For example, you can exclude certain investments that don’t align with your ethical concerns, target a specific return, or focus on particular industries or sectors that interest you.
Our international focus provides access to diverse products from both developed and emerging markets and industries for managed and bespoke investments.
You can also leverage a multi-currency investment approach to enhance growth potential while mitigating risk.
Our proactive approach to risk management and monitoring market conditions ensures your portfolio stays on track. We provide monthly performance reports, offering detailed insights into your portfolio’s progress, performance, and overall health.
Our investment committee focuses on selecting the best-in-class managers for the active portion of the portfolios, ensuring a well-rounded mix of management styles, strategies, and asset classes.
We believe in complete transparency regarding our fees for both services, including the management fee for the managed investment portfolio and the bespoke service. We clearly outline our fees upfront and explain what each fee covers.
Elevate your wealth with the perfect investment plan designed to suit your unique financial objectives.
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|Self Investment||Managed Investment Portfolio||Bespoke Investment Portfolio|
|Ongoing Investment Portfolio Analysis|
|Access to Qualified Investment Professionals|
|Access to a Broader Investment Universe, Including Institutional Access|
|Risk Managed Analysis|
|Quarterly Investment Reviews|
|Five Risk-Rated Portfolios, Tailored to Your Investment Goals|
|Customised to Accommodate Investment Preferences|
|View Service||View Service|
Download our latest managed investment service, five risk-rated model portfolio factsheets.
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|Defensive MPS Defensive Factsheet Q3 2023|
|Cautious MPS Cautious Factsheet Q3 2023|
|Balanced MPS Balanced Factsheet Q3 2023|
|Growth MPS Growth Factsheet Q3 2023|
|Speculator MPS Speculator Factsheet Q3 2023|
|View our Managed Investment Portfolio Service|
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Investment management is a service that handles your financial assets and other investments by experienced portfolio managers.
Investment management services will aim to optimise the performance of your investments and reduce risk based on your objectives and risk tolerance.
Managed investment portfolios consist of pre-determined investments that professional portfolio managers manage on your behalf. These portfolios are designed to offer a range of risk levels to suit your investment goals and risk appetite and are typically available in different currencies.
Bespoke investment portfolios, on the other hand, are customised to align with your specific investment goals, risk tolerance, and preferences. For example, you can exclude certain investments, target specific returns, or focus on particular industries or sectors.
We analyse your investment goals, risk tolerance, and investing preferences to identify the most suitable investments for your portfolio.
Our investment team will then consider a multitude of investment options, such as stocks, bonds, and funds, based on their historical performance, risk factors, and growth potential to ensure your bespoke investment portfolio meets your needs.
We use several performance metrics to evaluate your investment portfolio, including return on investment, volatility, and market correlation.
We provide regular updates on your portfolio’s performance. You can access your portfolio’s performance metrics anytime through our secure online platform.
The frequency of updates depends on your preferences, but we typically provide quarterly or annual performance reports.