imperial Chartered wealth management

Internal Investment Commitee

At Imperial Chartered, we run an internal investment committee who review and analyze product and investment solutions across the whole of the market.

The committee analyses market and economic data to take short-term tactical decisions on positioning our clients’ portfolios to maximize medium-term opportunities and address any areas of risk they see on the horizon for the coming six to eighteen months.

Each week, month and quarter, our analysists review product and strategies and continuously monitor all sectors of investment styles from Passive, active, smoothed, DFM and MPS. This is taken from the whole of the market.

Our analysists continually meet with fund managers across all of our services to monitor everything from charges, performance, size, asset allocation, time trading and independent star ratings. The outcomes are discussed between our advisers and analysists at monthly meetings.

Our internal investment committee is made up of a group of experienced and successful financial professionals. Each member has a wealth of knowledge within the investment and broader financial industry. Members include Investment Analysts who oversee most of the day to day work in running our clients’ portfolios, Board members and Wealth Planning Advisers who bring a vast amount of experience in managing client portfolios.

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