imperial Chartered wealth management

Internal Investment Committee

At Imperial Chartered, we run an internal investment committee who review and analyse 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 analysts review product and strategies and continuously monitor all sectors of investment styles from passive, active, smoothed, Discretionary Fund Management (DFM) and Managed Portfolio Services (MPS). This is taken from the whole of the market.

Our analysts 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 analysts 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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Imperial Chartered is the trading name for Imperial Wealth International Ltd. Imperial Wealth International Ltd is a registered company in England & Wales, registration number 10740028. Imperial Wealth International Ltd is authorised and regulated by the Financial Conduct Authority, registration number 823943.’

0292 166 0670

*Please Note

“The value of your investments can go down as well as up, so you could get back less than invested”, “A pension is a long term investment. The fund value may fluctuate and can go down” and “Your eventual income may depend on the size of fund when accessed, interest rates and legislation”.

“The Financial Conduct Authority do not regulate tax planning advice”.

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