Pooled Funds

~

Hamilton Financial’s investment philosophy is to use investment managers whom we know well and with whom we are in regular contact. Peter Rintoul (Team) has a lifetime’s experience in the investment industry. His experience extends not just to unit trusts but also to investment trusts. “Having been both a manager and  a non executive director of investment trusts, I have great faith in the ability of investment trusts to generate above average returns.”

The process of becoming an investment client is covered in How we work.

Having agreed terms of business, we open an account with a Platform provider (see Platforms).

On their platform, our client can hold ISA’s, Self Invested Pension Plan (SIPPs), investments and cash. Hamilton Financial will select and manage these investments based on our understanding of your risk profile (Risk).

Our clients can view their portfolio of savings online at any time.