Investment management - Hanson Asset Management

ASSET management
Investment Management
Hanson
Asset
Management
Who We Are
Hanson Asset Management provides
investment management and advisory
services globally to wealthy families, high
net worth individuals and entrepreneurs.
We also service institutions such as pension
funds and charities.
Hanson Asset Management’s predecessor entity was founded by the Hanson
family essentially as a family office before the term became common parlance,
with a mandate that embraced the management of liquid and alternate
investments with a capital preservation bias including real estate investments
and general advisory services. In 2010, Hanson Asset Management was created
to formalise the management and oversight of Hanson Family assets under an
FCA regulated umbrella and at that point we began to formally act for families
and individuals that were in effect members of the extended Hanson Family.
It was not until 2012 that we began to act for third party clients, our mantra
however remains the same: our clients are true partners who receive the same
level of attention and service commitment as the founding family and rank
pari-passu in every respect. Hanson Asset Management is based in London.
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Hanson
ASSET
MANAGEMENT
LOOKING
AT YOUR
INVESTMENTS
FROM A NEW
PERSPECTIVE
Hanson Asset Management marries
the best of a family office with a global
financial institution.
We offer the high levels of service, transparency and absence of bureaucracy
that are the hallmarks of an excellent family office combining them with
the global reach, intellectual rigour and expertise of a major international
financial institution. For us each client is separate and distinct, as a result we
bring all our expertise and resources to offer tailored solutions to a client’s needs.
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OUR SUCCESS
IN ASSET
MANAGEMENT
IS BUILT ON
THREE Core
Principles
Our business is built on
three core principles:
Independence and Objectivity
We have no tied in-house managed funds or investments. Instead, we focus
on finding for our clients best in class investments that are most suited to their
needs and expectations. We craft our client investment portfolios without
conflict of interest or compromise and ensure our charges are completely
transparent from the outset.
Alignment
The assets of the founding family, our money and that of our clients are all
managed side by side. We make money when our clients are making money
and we treat all of our clients in the same manner.
Intellectual Rigour and Expertise
Our investment team has a rare blend of institutional and private client
disciplines. We also have access to the resources and expertise of leading
global investment firms while retaining the flexibility to investigate niche
opportunities and investments. Uniquely, Hanson Asset Management has
formed an investment consulting practise to provide independent investment
advice, examine portfolio risk, risk mitigation strategies and monitor
investment managers.
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Our Investment Philosophy.
Generating
healthy
returns
on your
investment
for an
acceptable
level of risk
Hanson Asset Management’s main objective is to achieve as high a
return as possible for the client’s acceptable level of risk. Every effort is
made to avoid capital losses by ensuring levels of risk are closely monitored
and managed on a real-time basis.
For us each client is unique. We see our job as working with the client to
develop investment solutions that address his or her particular personal
concerns, responsibilities and ambitions.
Our overall investment philosophy is based on the following key points:
• Preserving capital while generating returns
• Diversification by asset class, geography, product and manager
• Tactical asset allocation based on our analysis of economic trends and
cycles, valuations and market sentiment
• Open architecture and rigorous, fundamental analysis
The investment universe is constantly expanding with new types of
investments becoming available to the private investor. Hanson Asset
Management is able to purchase and manage equities, fixed income,
cash and currencies, collective investments, private equity, hedge funds,
structured products, property and derivatives.
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Investment Process
Our independence enables us to take advantage of the best research on offer,
from top global institutions as well as specialist boutiques and well known
economic and market commentators. Additionally, our investment selection
is unbiased as we have no obligations to investment houses or product
providers. Each investment is selected by us on its own merits.
Investment Policy
Committee
Directors of
Hanson Operating
companies
CIO and Hanson
Research
Department
External
Market
Advisors
House View on
Strategic and Tactical
Asset Allocation
HANSON
ASSET
MANAGEMENT
PIECES TOGETHER
THE MOVES
TO MANAGE
YOUR MONEY
EFFECTIVELY
Security Selection
Committee
Hanson
Investment Consulting
CIO and Hanson Research
Department
Investment
Management team
Investment
Managers
Client
Portfolios
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Discretionary
Portfolio
Management
tailored
to your
individual needs
A core service is managing client
portfolios on a discretionary basis.
We focus on finding the best solution for
client portfolios without the conflicts of
interest created by proprietary products
or commissions on third party products.
We work in a discretionary capacity to provide a comprehensive asset
management service. The core functions include portfolio review and
management, asset allocation at the strategic and tactical level, and best of
breed product selection.
We begin with generating an in-depth understanding of a client’s situation
and formulate an appropriate investment plan in partnership with the client
to meet their objectives. We work very hard to establish a deep rapport with
each client; regular meetings are very much encouraged not only to discuss
portfolios, but also to keep current with our clients’ evolving circumstances
and financial requirements.
Our investment selection process encompasses the identification of economic
and market trends. In formulating a bespoke portfolio our team will analyse
and select the appropriate funds, index trackers, equities, credit instruments,
alternative investments and other securities across geographies. This is combined
with constant monitoring of both market and operational risk within individual
portfolios and across the product range in which we invest to maximise returns
for clients.
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12
AN ADVISORY
PORTFOLIO
MANAGEMENT
SERVICE
WORKING
TOGETHER
TO ACHIEVE
YOUR GOALS
Some of our clients wish to be more
involved in the running of their portfolios
and the development and evolution of
their investment strategies.
For such clients, Hanson Asset Management offers an Advisory Portfolio
Management service. Based on a deep understanding of each client’s
objectives and levels of risk, we will identify and communicate investment
ideas to the meet these objectives. No transactions will be executed without
agreement and consent from the client. Our Advisory Portfolio Management
service also embraces product and manager monitoring, product analytics and
benchmarking, risk management and reporting.
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EXECUTIONONLY SERVICE
drivING you
to success
The Execution-Only Service enables
clients to retain full control over their
investments by making use of the dealing
and custody services on offer from
Hanson Asset Management.
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HYDE PARK
A4
V
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PL
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KNIGHTSBRIDGE
A4
CONTACT US
HANSON
ASSET
MANAGEMENT
Tel: 0207 529 3737
Hanson Asset Management Ltd.
8th Floor
One Grosvenor Place
London SW1X 7HJ
UK
www.hansonam.com
This document has been prepared and published by Hanson Asset Management
Limited (HAM) which is authorised and regulated by the Financial Conduct Authority.
It is published solely for information purposes and is not to be construed as a solicitation
or an offer to buy or sell any assets, securities or related financial instruments. It has
no regard to the specific investment objectives, financial situation or particular needs
of any recipient and no personal recommendation is being made. No representation
or warranty, either expressed or implied is provided in relation to the accuracy,
completeness or reliability of the information contained herein nor as to its suitability
for any purpose. Any opinions expressed in this material are subject to change without
notice. HAM is under no obligation to update or keep current the information contained
SLOANE for the exercise of
herein. This document should not be relied upon in substitution
SQUARE
independent judgement or seeking independent advice. Neither HAM nor any of its
Directors, employees or agents accepts any liability for any loss or damage arising out of
the use of all or any part of this document.
E ST
For general enquiries, please contact us at
info@hansonam.com
B319
SLOAN
For further information about our
services, or to arrange a meeting, contact
Edward Collins at:
edward@hansonam.com
PONT ST
The value of an investment and the income derived from it can go down as well as up,
it may be affected by exchange rate variations and you may not get back the amount
invested. Past performance is not necessarily a guide to future performance. Individual
taxation circumstances may vary. You should consult your tax adviser if in doubt. This
material is for the sole use of the intended recipient and is for distribution only under
such circumstances as may be permitted by applicable law.
Copyright 2013 Hanson. All rights reserved. HAM specifically prohibits the reproduction
and redistribution of this material and accepts no liability whatsoever for the actions of
third parties in this respect.
Company registration details:
Registered No: 7199183
Registered Office:
One Grosvenor Place, London SW1X 7HJ
Registered in England & Wales
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GROSVEN
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KNIGHTSBRIDGE
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GR
A315 KNIGHTSBRIDGE
www.hansonam.com
ASSET management
Hanson Asset Management Ltd is authorised and regulated
by the UK Financial Conduct Authority