Our Philosophy and Processes

We believe that the purpose of investment is to give you a better chance of getting what you want out of life. To help you achieve this we aim to assist you to define your specific needs and aspirations in order to create a portfolio which suits you personally.

Setting goals means considering lifestyle priorities and realising that there are trade offs between risk, return and time. We identify the long term asset allocation that maximises the chance of producing the return you want, with the least amount of risk. This premise is the cornerstone of our investment philosophy for each and every client.

In addition to in-house research, the entire investment process is complimented with research from major brokerage houses. We also conduct regular meetings with senior fund managers. This pool of investment knowledge ensures that all decision-making is based on the best and latest market knowledge.

Our services, clearly explained

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Accrue News

Surging travel stocks helped push European markets higher at the opening on Tuesday, spurred on by fresh Covid-19 vaccine hopes and news that US President-elect Joe Biden can officially start …
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Pound falls 0.4% against the dollar, boosting overseas earners in the UK’s leading index. The UK market has been steadily rising over the past few days, with investors shrugging off …
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Get in Touch

Accrue Investment Management Ltd
4 Northumberland Buildings
Queen Square

Tel: 01225 303333

Fax: 01225 422120

Email: info@accrueinvest.co.uk