Rob Robson

Hawksmoor’s investment process is based on a global, multi asset, actively managed style with a rigorous approach to research and investment selection. They look for the best opportunities across all asset classes and from across the world, with a strong emphasis on value rather than benchmarks. The firm’s investment process is coordinated by their investment strategists and research team, with its access to extensive third-party research. All of Hawksmoor’s investment managers are involved in the investment process and closely follow the mutually agreed strategy.

IW&I is an active manager which seeks to provide a steady growth in income, protect the capital value of client assets and continue to provide long-term care and support. The firm’s investment portfolio invests in five main asset classes such as: fixed interest assets, equities, commercial property, alternative investments, and cash. While the firm invests in direct equities, they can screen individual stocks according to a range of criteria. The assets of clients are held in trust within the firm’s nominee company and are recorded in such a manner as to clearly indicate they do not belong to the firm.

As the manager of discretionary accounts and private accounts WDB develops solutions tailored to suit the requirements of their clients. As the manager of mutual funds they aim to achieve long-term capital growth while outperforming specific indexes such as the FTSE World Index, the FTSE World Ex-UK Index, and the FTSE All Share Index. The firm places emphasis on careful stock selection and they combine in-house fundamental, quantitative and technical analysis with research from their sister firm, Evolution Securities, to provide recommendations. The WDB research department determines the overall investment strategy, although their investment managers are free to make specific investment decisions that best suit client needs, superimposing their in-house investment policy on research received from a variety of global securities houses.

BISL is an active, growth-oriented manager which aims to add value and outperform set benchmarks by taking active asset allocation decisions and stock selection positions within markets. The firm's investment team allocates assets and selects stock based on client income and capital requirements. A range of general ethical exclusions can be accommodated within their investment strategies and a specialist ethical team supports tailored ethical mandates.