• Yorkshire: 01423 520052 | North East: 0191 232 8391 | Edinburgh: 0131 600 0052 | London: 020 3011 5252

Investments

We create and manage portfolios that are aligned to our client’s personal financial objectives, as well as their agreed approach to investment risk. The portfolios incorporate a diverse range of asset classes and funds after rigorous research across all available investment options, without restrictions to particular investment companies.

Our Investment Team works closely with the adviser’s to fully understand client’s objectives, ensuring that the rationale behind each investment decision is completely aligned to the needs of the investor.

Client’s attitude to risk is fundamental in the process of portfolio management across all solutions which include Growth, Income, Socially Responsible Investments and Passive options.

All Ellis Bates portfolios and the constituent investment funds are approved by our own in-house Investment Committee. The role of the Committee is to ensure that all portfolios are continuously managed for the potential of optimum returns within a client’s chosen risk approach, and that selected funds meet our rigorous selection criteria.

As well as our core proposition, we offer investment services that enable clients to manage their tax position, as well as advising trustees and those with estate planning considerations where bespoke portfolios may be suitable.

Inheritance

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Long Term Care

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Tax Planning

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School Fees

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