Style Switcher
Layout Style

Fullwidth

Boxed

Navigation

Static

Sticky

Color Skins

Wealth Management

 

Introducing EGR Wealth

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.

 
Portfolio Sevices

As a boutique Investment Manager, EGR Wealth works with our clients and their Financial Advisers to design our services around our clients. We have several investment propositions to meet the needs and objectives of both our retail and institutional clients, including bespoke investment policy mandates.

Our Technology

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.

Investment Team

Our investment management team has extensive experience in financial services. Utilising industry leading tools, they are constantly researching for the best risk-adjusted returns for our clients. The investment team is reinforced with strong management and a compliant ethos to achieve the investment objectives and risk profiles for the portfolios.

Service Commitment

Our aim is to make investing appealing for everyone. We endeavour to achieve this through our transparent forward thinking ethos. Our commitment to you, our client, is delivering a professional service in all areas of our business.

 

Our Approach

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.

 

Our Technology

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.

   

Key Individuals


image
CHRIS LONG – DIRECTOR OF INVESTMENT MANAGEMENT

A highly experienced senior executive, Chris has founded both private and listed companies over the course of his career, including a financial advisor and a foreign exchange brokerage. Chris has been approved by the Financial Conduct Authority since August 2012. Chris has been a member of the Institute of Chartered Accountants since 2005. Having managed the listings of many companies, Chris has an in-depth knowledge of the rules affecting financial services.

image
ARUN SUBBIAH - SENIOR INVESTMENT MANAGER

Arun joined InterestMe Wealth in 2017 and has been an Investment Manager since 2009. Prior to joining InterestMe Wealth, he was an Investment Manager at the London offices of Brewin Dolphin and Kingswood Wealth. He has extensive experience in building and managing geographically diversified, multi-asset class portfolios for Private Individuals, Institutions, Trusts and Charities. Arun graduated from Cass Business School with a degree in Maths & Finance; and is a Fellow of the Chartered Institute of Securities and Investments. Currently he has passed level 2 of the Chartered Financial Analyst programme.

image
TIM STEWART - COMPLIANCE OFFICER CF10/11

Tim is a qualified lawyer and business consultant with over 25 years’ experience with his core skills being regulatory compliance monitoring and tracking systems. He is especially adept at monitoring complex trading and data and also in MI reporting for large financial institutions. He has a business development background and skills for IT systems that provide compliance with regulations and reporting thereof in several industries (auditing and healthcare). Tim is a certified Data Protection Officer / Prince 2 Practitioner that combined with CF10 and/or CF11 skills provides a broad based systems, data and compliance skillsets to support the EGR Team.