The fund manager, Richard Oldfield of Oldfield Partners, wrote a book called, “Simple, But Not Easy” when referring to the art of managing investments.

All investments have specific risks attached to them. Even cash, which is regarded as low risk, is exposed to the potential effects inflation can have over long periods.

The stewardship of your investments is a responsibility we take very seriously. Whilst we understand that each client has a specific set of goals which are unique to their own personal circumstances, we have a consistent set of investment beliefs which underpin our approach.

One of the most important tenets of financial planning is to understand a client’s attitude to risk and then to ensure that any investment advice is aligned to that risk.

EXE Capital Management is a trading name of Everys Financial Services Limited. This privacy notice explains how we use any personal information we collect about you.