Infinity and Tilney Bestinvest: a match made in heaven
Written by Adam Kemp on May 16, 2016.
Being a financial planner at Infinity means being part of a team that is constantly evolving to keep up with a changing financial landscape. Our company ethos is to deliver for the client whether that be with consistent returns, protection against downside risk or unique solutions to match the varied needs of our clients in areas such as life insurance, critical illness cover, health insurance and estate planning.
In our quest to find the best solutions for our clients we have forged a partnership with multi-award winning wealth manager, Tilney Bestinvest (TBI), a ground breaking move in the Asian financial services market. We believe that outsourcing investment management means that our clients benefit from having specialists from two different fields of expertise working together to maximise investment potential. My role as a financial planner is to help my clients to work out their unique financial goals and develop a bespoke investment strategy tailored to them but I leave the actual management if the investment to Tilney Bestinvest, who are the best at what they do.
Why are they so good? Well here are four reasons why:
1. They are fully regulated
The maximum protection possible is ensured for our clients as Tilney Bestinvest are fully authorised and regulated by the Financial Conduct Authority and must adhere to the strictest standards of practice within the financial services industry.
2. Decisions are underpinned by rigorous research
Our clients can be safe in the knowledge that every decision taken by Tilney Bestinvest concerning their investments will be underpinned by in-depth quantitative, qualitative and statistical research. With a team of twelve research analysts who spend their lives crunching numbers, the company is well known in the industry for its meticulousness. Tilney Bestinvest not only rate funds but also track individual investment managers according to their performance and the company even produces a biannual report to pick out the worst performing funds and managers, called the Spot the Dog report.
3. Portfolios are actively managed
Nothing is left to chance with regard to your investments as the company’s experienced and talented fund managers with an in-depth knowledge and understanding of the market actively manage funds, reallocating assets as necessary based on the research mentioned above. This is a process which mitigates risk and produces results for clients.
4. Expert decision-making
Decisions to alter the make-up of funds are maded by the firm’s Asset Allocation Committee which is made up of expert researchers, experienced investment managers and chaired by the Chief Investment Officer.
What this means is that you have a whole team of experts working for you rather than one individual. It is this robust and disciplined process which ensures that our client’s investments stay on track to achieve their financial goals.
Here at Infinity we believe that our unrivalled experience and knowledge as financial planners coupled with the investment management expertise offered by Tilney Bestinvest is truly a match made in Heaven.
If you would like to discuss how Tilney Bestinvest bring their award winning experience to managing your portfolio please get in touch at email@example.com to arrange a free initial consultation.