Investment Process

The investment decisions for a client account are not made by any one individual but are collectively managed by the entire investment team to minimise key man risk. There are 8 members internally at Hassium who are focused on investment management. Strategic investment decisions are discussed and agreed with the client with input from the investment team. The investment team focuses on individual  portfolio construction,  implementation, idea generation, execution and reporting.

Each of the portfolios we manage is considered individually and investment decisions are made on a case by case basis. We do not believe in model portfolios but rather bespoke portfolios as well as customised reporting and client servicing.

Every member of the team involved in client investment management has passed the Investment Management Certificate (IMC) and is either an Associate Member of the Chartered Institute of Securities and Investments (CISI) or a member of the Chartered Financial Analyst (CFA) Institute. All are authorised and regulated by the Financial Conduct Authority.