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

When you are looking for someone to manage your money, you want to work with someone you can trust and who understands how the financial markets work. You want someone …
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Get in Touch

Accrue Investment Management Ltd
4 Northumberland Buildings
Queen Square
Bath
BA1 2JB

Tel: 01225 303333

Fax: 01225 422120

Email: info@accrueinvest.co.uk