Investment process

hhfm have developed an in-house approach, which has delivered good returns even during periods of high market volatility.

We carry out extensive research for each client on every occasion using independent research analysis and then applying our specialist knowledge.

A suitable portfolio is constructed taking into account financial planning goals; personal plans and expectations; tax position; attitude to risk; realistic market projections and market volatility.

Suitable existing arrangements are preserved and integrated to design the appropriate allocation of assets.

Our investment board meet quarterly. They have a huge amount of experience and knowledge and this is supplemented by a rotating group of external experts, ensuring that each client benefits from a wide knowledge base.