EGR Wealth is a fast-growing wealth management firm incorporated in 2017. Primarily our business depends upon our clients entrusting EGR with their capital which essentially equates to their security and wellbeing. We can only do this by delivering a service that generates trust. We endeavour to achieve this in a transparent, affordable and professional manner. We aim to deliver industry leading investment strategies, tools and expertise to manage our client’s mandates. Ultimately seeking superior risk-adjusted returns and making investing appealing to everyone.

At the core of EGR Wealth’s investment processes is the belief that the mitigation of risk is just as important an objective as the maximisation of returns. We place great store by the preservation of the real value of capital through the close monitoring of market and asset volatility by way of proprietary risk analysis, rigorous back-testing and sophisticated software tools. All our portfolios are monitored on an ongoing basis to ensure that the agreed risk profiles are maintained over time.

We continually research the available marketplace of securities to find suitable investments that make up our multi-asset global portfolios. As such, we are not tied to any one asset manager or type of security and instead take a ‘best of breed’ approach. The strategic asset allocation references leading and lagging indicators of asset class risk/return data across a broad range of securities and how they perform together. By weighting this broad range of investments, and rebalancing given the prevailing economic environment, we aim to optimise the expected return for a set level of risk over the medium to longer term.

However, the shorter term offers significant market opportunities and pitfalls that the fund manager can  attempt to take advantage of and/or avoid respectively. As a result, the funds employ a tactical asset allocation overlay – ie an overweight/neutral/underweight stance against the core strategic asset allocations – with a view to capturing these shorter-term market trends.

At EGR Wealth we have adopted industry leading software tools to thoroughly research and construct our investment ideas within the given mandates of our clients, In addition, this facilitates complete transparency for our clients to be able to view their portfolios on our online portal.