The Firm
Our cumulative asset management expertise enables us to look at investments and portfolio construction from both a traditional and holistic perspective. Flexibility, in-depth research and an investment team with considerable experience underpin our traditional operational style. This reflects our understanding that, each client has different requirements in terms of investments, risk profile, communication and care and therefore we aim to offer those seeking traditional values a meticulous yet highly flexible approach to the management of their assets.
Our services
Clients typically utilize our in house capabilities, affording us full discretion in the oversight of their assets. However, we are able to offer a combination of other services if deemed suitable when considering a client’s circumstances and goals. In addition to the above we regularly leverage our network of large financial institutions and advisors to offer a range of additional services if necessary. These capabilities, coupled with our experienced team, unique investment process and conscientious service allows us to service a range of complex clients and their relevant structures from a variety of backgrounds.
A core service is managing client portfolios, whether on a direct or managed account basis for a discretionary mandate. We focus on finding the best solution for client portfolios without the conflicts of interest created by proprietary products or commissions on third party products.
We offer clients the opportunity to have full participation where our Advisory service is more appropriate.By being proactive in the management of their portfolios, we will contact clients to provide individual investment advice and alert them to opportunities and market developments. By so doing, this enables clients to ultimately decide whether to buy, retain or sell the investments they hold within their portfolio.
Investment Philosophy
Hanson Asset Management’s main objective is to achieve as high a return as possible for the client’s acceptable level of risk. Every effort is made to avoid capital losses by ensuring levels of risk are closely monitored and managed on a real-time basis.The investment universe is constantly expanding with new types of investments becoming available to the private investor. Hanson Asset Management is able to purchase and manage equities, fixed income, cash and currencies, collective investments, private equity, hedge funds, structured products and derivatives.
The investment universe is constantly expanding with new types of investments becoming available to the private investor. Hanson Asset Management is able to purchase and manage equities, fixed income, cash and currencies, collective investments, private equity, hedge funds, structured products and derivatives.
Investment Process
Hanson Asset Management employs sophisticated, quantitative and qualitative approaches to arrive at the asset allocation and fund selection for model portfolios. When selecting investments, our independence ensures that there are no restrictions as to which instruments can be chosen and each investment is selected on its own merits. The most appropriate investments are always sought for each asset class within a portfolio.