What we do
Our Investment Solutions Team are the investment specialists of the Sayers group. Building on extensive financial markets knowledge and experience, the team designs portfolios and implements investment solutions to better manage client risks to achieve their investment goals. We employ sophisticated portfolio management techniques to actively manage asset allocation, portfolio risk, and identify investment opportunities that take advantage of market volatility.
For private investors, we adopt a wealth allocation framework that categories financial resources according to their intended purpose and shared risk-return characteristics rather than the traditional market-centric approach to asset allocation. This framework for managing private and family wealth expands on the modern portfolio theory of diversification and the risks involved in pursuing family and financial goals.
Our investment management capabilities include:
- Bespoke design of portfolios across diverse asset classes and entities, built to meet specific goals and risk budgets
- Access to best-in class investments across traditional and alternative asset classes, with active and passive manager selection and identification of public and private market opportunities
- Bespoke investment strategies and solutions for responsible and impact investing
- Discretionary investment management of client multi asset and equity portfolios
- Tailored structured investment products to client’s risk appetites
- Strategic and governance advice to committees and boards who oversee family and charitable funds
- Analyse and manage risk in portfolios, with downside risk modelling
“Market conditions are always evolving, and we are constantly assessing investment opportunities against their expected return and risk characteristics. Our overarching goal is to be responsive to market pricing and take advantage of opportunities when they present themselves. This is fundamental to striking the right balance between protecting our client’s capital and taking prudent investment risk”.
Partner
Why we are different
We have all the benefits of scale with the advantages of being a relatively nimble investment manager. Having an in-house team with over 70 years of combined institutional investment management experience is highly valued by our clients. The team uses a proprietary risk management framework to simulate various market scenarios and assess the potential impact of adverse events on investment portfolios.
Our wealth allocation and investment strategies are designed to balance safety, growth, and high-return opportunities. By segmenting wealth into distinct tiers and regularly rebalancing, we adapt to changing market conditions and family circumstances, ensuring a resilient and goal-focused investment approach.
We access global investment opportunities through our private banking, investment bank and fund manager relationships. Our ability to do due diligence and execute on smaller proprietary and private market opportunities sets us apart.
Meet our team
James Wright
CEO & CIO, Wealth
James has over 30 years of experience in economics and investment markets, working in senior roles in both public and private sectors. Throughout his career, he has managed considerable capital across diversified strategies, fixed income, property, and equities in both listed and private markets. As our Chief Investment Officer and CEO, James’s strategic insights and knowledge are highly regarded by institutional and private investors. His experience in managing real money, coupled with his technical expertise in economics and markets, distinguishes him in the industry.
