Our Service

Taylor Young provides highly personalised investment management services to individuals, trusts, charities, private offices and different types of pension schemes including: Self-Invested Personal Pensions (SIPPs), Smaller Self-Administered Schemes (SSASs), and occupational schemes. The types of mandate that we manage also include PEPs, ISAs and offshore portfolios.

Our investment managers combine the roles of Research, Portfolio Management and Relationship Management. In addition, we regard excellent client service as an essential part of our business and we restrict the number of client relationships per investment manager to approximately one third of the industry average. There is strength in our ability to be accessible and to know our clients and their individual needs.

We are a research-led house with a thematic investment process. We concentrate on a number of long-term investment themes and their drivers. Through regular analysis and evaluation we are able to prioritise these themes and look to position our clients’ assets accordingly. As we are independent from Investment Banks, Stockbrokers and Market Makers, we avoid potential conflicts of interest.

We offer a range of different investment approaches including: defensive, income generative, balanced, growth and opportunistic that combine cash, bonds, equity, property funds, private equity, structured products and hedge funds globally.

For most of our clients we provide a discretionary service and we take the day-to-day decisions on their investment portfolio. Where appropriate we also offer advisory and execution-only services.

By combining our knowledge of our client’s requirements with our thematic investment approach we can implement a truly bespoke solution with ‘controlled flexibility’ in order to achieve objectives. Regular reporting, reviews and communication keep clients and their investment manager in touch.