The Tilney Bestinvest Solution
Written by Trevor Keidan on March 11, 2015.
Here at Infinity our financial planners are constantly striving to find the very best solutions for our clients. Of course, each client is unique and they all have very different needs which require a variety of bespoke solutions whether that be a better priced insurance policy or an elegant trust solution to a legacy issue. Whatever the requirement, our holy grail always remains constant: to deliver consistent returns and greater protection of downside risk for our clients.
That is why I take enormous amount of pride from the fact that we led the market in Asia to outsource investment management. This decision was taken after careful thought and with the aim of finding a better way of operating and delivering benefits to our clients.
The investment partnership we have forged with multi-award winning wealth manager, Tilney Bestinvest, enables our financial advisers to focus on what they do best (working out a highly personalised investment strategy tailored to your unique financial goals) and leaves the actual investment to specialists in the field. Our choice of partner was not made lightly but Tilney Bestinvest seemed the perfect fit for a number of reasons:
1. Unbeatable research and professional management resources
The investment decisions taken by Tilney Bestinvest are based on the most rigorous quantitative qualitative and statistical research techniques. The quality of the research is second-to-none, carried out by a highly regarded and dedicated team of over a dozen analysts.
The research team regularly publish their findings on the Tilney Bestinvest website including the Top Rated Funds listing those funds most likely to deliver the best results and the Manager Research Index (MRI) which monitors the performance of fund managers, because fund performance is closely linked to the person in charge and managers change frequently. They also publish regular reports such as the biannual Spot the Dog report which highlights consistently underperforming funds.
The sheer volume of information analysed and produced by Tilney Bestinvest is light years ahead of what any independent financial adviser working alone could achieve.
2. The robustness of the decision-making process
According to some experts asset allocation accounts for over 90% of the returns of a portfolio which makes it pretty important. Tilney Bestinvest’s Asset Allocation Committee ensures that investment decisions are carefully considered and made democratically by a team of experts rather than based on the opinion of one person. And of course, as mentioned above, research is at the centre of every decision made.
3. Active day to day management of your portfolio
Tilney Bestinvest’s investment team includes some of the UK’s most talented managers with a wealth of experience and an in-depth understanding of the market. They actively manage your investments on a day to day basis according to a robust and disciplined process, buying, selling and adjusting your asset allocations to ensure that your investments consistently remain in line with your objectives.
4. The strictest regulatory standards
Tilney Bestinvest is authorised and regulated by the Financial Conduct Authority, offering you as the client the maximum protection possible.
What our partnership with Tilney Bestinvest offers to Infinity’s clients is exactly what you want for your investments: robust due diligence, risk mitigation through a well-established systemic process, consistent returns and industry acknowledgement for the outstanding and award winning investment management services.