Matching Investors with investment managers
What we do - Picture of a Sundial

About BeesonMaisey

BeesonMaisey is committed to:

  • Understanding your investment requirement
  • Impartial research of the alternative proposals
  • Rigorous analysis and appraisal of investment managers
  • Support for you at every stage of the selection process
  • A cost-effective solution
  • How to find an investment manager?

    There is no shortage of companies offering investment management services.

    So in one respect it is not difficult to find a manager.

    What is unquestionably harder is to find a manager who is right for you and who both understands your needs and objectives and can deliver an effective solution to you.

    BeesonMaisey’s disciplined and logical process based on many years of investment management experience will guide you through the stages of

    • Defining your objectives
    • Setting the risk profile for both income and capital
    • Validating the investment returns against needs and risk profile

    An agreed list of managers will provide information including an investment proposal for analysis by BeesonMaisey.

    Out of this analysis you will select a short list of managers to present to you and for you to interview. BeesonMaisey works with you at every stage.

    Equally, at every stage the decisions are your’s – it' your money, your trust’s money. And you must be happy with the pace of decision-making and the decisions themselves.

    BeesonMaisey's service

    BeesonMaisey provides all the resources needed for a successful review and appointment of an investment manager.

    We work with you to define your needs and objectives, your risk profile and investment requirements.

    Once agreed, we create with you a list (the "long list") of investment managers to approach on your behalf.

    Your requirements will drive their response in the shape of an investment proposal, supported by comprehensive details about their company, investment process and delivery and, importantly, their performance record.

    BeesonMaisey analyse all the responses and provide you with summary information and data which we review with you.

    The full reports are available as well. From this review the short list of companies to present is derived.

    This is the opportunity to test the proposals and to judge the investment case. It is also the time to explore the interpersonal "chemistry", which is an important factor in a successful relationship.

    BeesonMaisey attends the interviews with you and works with you to determine the areas which should be probed during the interview. Out of this process a preferred investment manager will be identified for appointment.

    Throughout the selection process you remain in control of the decisions whether it is inclusion of companies on the long list or accessing information provided. Once your manager is appointed, and your account is established our job is completed. But if you need help thereafter, we are always available

    Site design GCT

     

    Vintage car and golf clubs

    Private Wealth

    Private Wealth may be invested through a number of structures ranging from personal portfolios to ISAs and PEPs, self-managed pension plans (SIPPS or SSAS), trusts and investment companies.

    Families may wish to establish an overarching strategy for all family assets.

    More typically different portfolios will develop different investment strategies reflecting the needs of beneficiaries, current tax treatment and tax planning issues.

    Your Solution

    Your solution

    A periodic complete reappraisal can be beneficial to the investor and the investment manager.

    The investor has the opportunity to consider new investment opportunities and strategies.

    The investment manager gains the certainty that the investment strategy is current for the investor's needs and is well articulated.

    Hand reaching for apples on a tree

    Charities trustees

    Since the enactment of the Trustee Act 2000, charity trustees have been required to review their professional advisors on a regular basis.

    There is no expectation that this means a regular change, but it is incumbent on trustees to record that a process exists and is followed.