Introducing InterestMe Wealth
An intelligent, well maintained investment strategy plays a key role in helping you to realise your financial goals. As an agile and thoughtful Discretionary Fund Manager (DFM); our aim is to make investing transparent and support our clients to deliver the best possible outcomes. To do this, we apply five core principles to managing your funds.
Our Approach
Our Investment Philosophy is founded on the principle that protection of your money is just as important as the growth of your money.
Our Investment Committee take a ‘top-down approach’, analysing the growth trends and themes in Global Financial Markets—whilst also looking at risks associated. We then create diversified portfolios which are mapped against leading benchmarks.
Once your portfolio has been constructed, we continually monitor and manage it within the risk levels that you have chosen.
The Highlights
All portfolios are risk-rated and tailored to your needs and aspirations
Working with your Financial Adviser to provide holistic wealth management
Choose from a range of risk rated portfolio services aimed at meeting your investment objectives
Portfolio continuously monitored by an experienced investment manager
Our core principles
Asset Allocation
We create diverse, multi-asset class portfolios in order to weight your investments in the most beneficial way.
Strategic and Tactical
We take a strategic approach to optimise your returns and apply a tactical asset allocation overlay.
Portfolio options
We have service offerings to choose from, depending on your needs and aspirations.
Model Portfolio Service
This is our rist-rated offering which are mapped against the industry leading Dynamic Planner risk scale; and intended for investors with time horizons of five years or more. These portfolios are built around our core philosophies of forward-looking active management and diversification. The construction of these portfolios is predominantly Mutual Funds and Exchange Traded Collectives.
Personal Wealth Management Service
By working closely with with their Financial Adviser on their Investment Time Horizon and Financial Objectives, a well-diversified,
Dynamic Planner risk rated portfolio is chosen.
The portfolios are actively managed and are constructed using a combination of Collective funds as well as Direct Equity stocks.
Our service commitment to you
We work hard to provide you with a professional service that is transparent, affordable and personalised.
Find out more
Want to speak to someone? One of our qualified advisors will be pleased to
answer your questions and help you get started on your investment journey.
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