Consilium’s Investment Committee is a team of dedicated investment specialists with the responsibility of applying our clear investment philosophy to everything we do. 

The Investment Committee meets regularly to research, monitor and report on investments that may be appropriate for inclusion in client portfolios.

Consilium provides advisers with all of the research, asset allocation and modelling tools necessary to deliver high quality investment advice. 

Consilium’s investment philosophy is based on four cornerstones:

Focusing only on highly liquid, highly diversified and high-quality investments

Tilting portfolios towards academically proven sources of higher expected returns

Avoiding expensive tactical trading strategies

The future is unknowable. Chasing the short term ‘promise’ of better returns from high cost, active managers only leads to long term disappointment.

The strength of Consilium’s investment processes are such that we have been independently certified by the Centre for Fiduciary Excellence (CEFEX) as achieving global best practice standards.

Consilium’s investment management practices are annually audited by CEFEX to ensure that our processes and procedures remain robust and are being consistently and rigorously applied.

Consilium builds and maintains a range of model investment portfolios for investors working with partner firm advisers. This allows investors to be matched to an investment solution suitable to their specific risk capacity and investment preferences.

Portfolios are constructed following a strategic asset allocation process, where every allocation decision is subjected to a detailed review. All underlying investment recommendations are subject to a comprehensive quarterly monitoring process to ensure they are delivering consistent exposure to the desired risk factors to help maximise the investors’ risk adjusted returns.

Our portfolios offer risk levels ranging from very defensive (80% fixed interest) to very aggressive (pure equities) and include solutions that can cater to investors with a preference to invest with a Socially Responsible mandate. 

A wide range of support is available including monitoring reports, analysis of historical performance of portfolios and underlying securities to expected risk and return characteristics to help in long term goal planning.