What makes us different?
As we live in such an increasingly event-driven world, Cockburn Lucas believes that the application of a highly disciplined approach to asset allocation and research sets us aside from our competitors.
We believe the key to meeting a client’s expectations is to create a completely bespoke investment strategy designed to help them achieve their individual investment objectives within an agreed risk profile, taking into account their taxation position.
- Total Return – Ultimately, people aim to make positive returns on their investments, which is what we aim to deliver to our clients, irrespective of market conditions, over a normal business cycle.
- Keeping a watchful eye - Regular review meetings, along with constant monitoring of your portfolio, are core to our service, and this ensures that any necessary changes that need to be made to your portfolio can be made efficiently and easily.
- Best of breed funds - Any funds that we recommend have been vigorously researched by our dedicated Investment Research Committee and our expert research partners at OBSR.
- In-depth analysis - Once a fund has been approved for recommendation, we will constantly analyse its performance to ensure that it is providing suitable returns based on your individual needs and aspirations. Should the fund no longer meet our vigorous analysis criteria, we will advise you and make any changes that are needed.
To discover ten simple steps to successful long-term investing, please download our following guide: Successful Long-Term Investing (PDF)
