The A&J Investment Committee

Comprehensive Investment Market Research

Our Investment Committee undertakes significant research into the funds on offer from the various global fund management providers in order to establish a series of core portfolios, each with risk profiles suitable for the various different approaches of our clients. In that process, funds are assessed against a set of minimum criteria, based on performance, experience and asset exposure.

Range of Portfolios

Our Investment Committee are independent experts in all aspects of corporate and personal finance services including the following areas.

In total, we run and regularly monitor eight portfolios.

Which of these portfolios is recommended for a client is then based on a series of conversations with our advisors and in combination of their risk score – a secondary, quantitative overlay derived from a specific subset of answers within our questionnaire and an understanding of their time frames and objectives.

All funds included have to prove themselves worthy of inclusion. Each has therefore passed our minimum criteria and been through a formal assessment before we look to hold in-depth conversations with the fund managers concerned.

The result, we believe, is a robust set of portfolios and an ability to spot issues which may affect future potential. Not only does this cover trends in asset classes but also in the performance of funds which are currently recommended, or may be suitable for later inclusion in recommendations to our clients.

Any changes to portfolios that may result from this process are then communicated to clients as part of the terms of their servicing agreement – and appropriate recommendations to switch or sell are carried out by our team as soon as approval to do so has been received.

The Committee

Andy Harris (4).jpg

Andy Harris

Investment Director


Eliot Frisby



Tom Wareham

Head of Portfolio Management

Financial News

Monthly Update: May 2023

1st May 2023 Global Outlook UK inflation remained stubbornly above 10% last month, frustrating the Bank of England and Treasury who forecast price rises to

Monthly Update: April 2023

1st April 2023 Global Outlook Global inflation proves to be stickier still, with US inflation remaining stagnant and UK inflation jumping markedly higher against all

Spring 2023 Budget Guide

Spring 2023 Budget On Wednesday 15 March, Jeremy Hunt, the Chancellor of the Exchequer, addressed the Commons to deliver the Spring Budget 2023, with an

Monthly Update: March 2023

1st March 2023 Global Outlook Global inflation has proved stickier than hoped after the latest figures from the UK and US confirmed the rate of

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A&J Wealth Management Ltd


Bigfrith Lane

Cookham Dean



01628 480200

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