Active Portfolio Management

Meticulous Analysis of your Investment Portfolio

A&J's Investment team design risk-weighted model portfolios and bespoke individual portfolios, for which they meet regularly to appraise the composition.

 

We scrutinise market conditions to determine our favoured asset classes/sectors/themes and our various portfolios are weighted accordingly.

 

Meticulous analysis is conducted to determine what we consider to be the 'best of breed' funds, focusing on volatility/performance/stock holdings/management structure/risk parameters and many other variables.

The A&J Investment Committee

Our Services

Whether you are investing for the medium or long term, we can establish an investment strategy to reflect your attitude to risk and work to achieve your objectives with a focus on diversification and lower volatility.

You can read about our various levels of services by click below:

Financial News

Monthly Update: February 2024

1st February 2024 Global Outlook 2024 saw a mixed start to stock markets as investors attempted to ascertain when central banks would begin to cut

Preparing for Future Tax Changes

24th January 2024 Preparing for Future Tax Changes Back in November 2022, Jeremy Hunt announced a number of tax changes that were to be gradually

Monthly Update: January 2024

3rd January 2024 Global Outlook The Federal Reserve triggered a stock market rally last month as it signalled interest rate cuts in 2024. The Chair,

Monthly Update: December 2023

1st December 2023 Global Outlook It was an eventful November, with inflationary pressures lowering, surpassing analysts’ expectations, and US GDP being revised up to 5.2%.

Get In Touch

Leave us a message

A&J Wealth Management Ltd

Sawfords

Bigfrith Lane

Cookham Dean

Berkshire

SL6 9PH

01628 480200

enquiry@ajwealth-management.com

© 2024 A&J WEALTH MANAGEMENT LTD A&J Wealth Management Ltd is authorised and regulated by the Financial Conduct Authority. Financial Services Register, no 428590, at www.fca.org.uk/register Registered in England, Company no: 5105933. Registered Head Office: Sawfords, Bigfrith Lane, Cookham Dean, Maidenhead, Berkshire SL6 9PH

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