Private & Institutional Asset Management (Greece)

ALPHA TRUST was the first to introduce discretionary private client portfolio management in Greece in 1987. Today, the investment management team in Athens and London holds an impressive record of cumulative experience. Our Private Asset Management Division is specialized in Discretionary Asset management servicing the highly complex investment needs of sophisticated clients in Greece and abroad. Discerning PAM clients benefit from:

- Personalized service: We know that each client has different needs, and we strive to reflect that on their portfolios. We also know that the needs of our clients change and for this reason we are always on the alert to monitor these changes and align our services with our clients' objectives and aspirations.

- Commitment and flexibility: A dedicated team manages clients' assets, conducting its own research and idea generation on a daily basis.

- Organizational breadth and know-how: The investment management team utilizes state-of theart monitoring and analysis systems while also leveraging on the broad expertise and specializations of the group.

- Independence: ALPHA TRUST is currently the largest independent asset management company in Greece.

- Disclosure, best practices: Clients receive on a monthly basis, a comprehensive statement of their portfolio performance presented in time weighted returns and also detailing all fees charged by the company and third parties.

The Private Asset Management Division of ALPHA TRUST offers model investment portfolios designed to fit every investor's risk profile. These portfolios cover the whole spectrum of investments from fixed income portfolios geared towards low risk and low volatility to growth portfolios with higher risk and higher volatility. Each model portfolio embodies a unique combination of expected return and risk level. The major categories of our investment portfolios are as follows:

Discretionary Management

The Private Asset Management Division offers three distinct categories of investment portfolios under the umbrella of discretionary managed accounts:

Portfolio of Direct Investments
The offering consists of seven (8) modeled portfolios reflecting different risk profiles, investing globally but with overweight in Greece and EU countries.

Managed Portfolio of Funds
The offering consists of two (2) modeled portfolios reflecting different risk profiles, with a focus on global asset allocation via collective investments (closed, open ended funds, Hedge Funds and ETFs).

Exclusive Portfolios
These portfolios constitute personalized investment solutions, without any constraints in asset allocation.
By providing the service of receiving and transmitting clients’ orders, ALPHA TRUST is responsible to ensure the best execution of these orders, covering a large range of investment instruments.

Institutional Clients Asset Management
Our Institutional Clients division is servicing the investment needs of insurance companies and pension funds offering specialized services and tailor made investment structures.

Receipt and Transmission of Orders
By providing the service of receiving and transmitting clients’ orders, ALPHA TRUST is responsible to ensure the best execution of these orders, covering a large range of investment instruments.

 

Private & Institutional Asset Management (UK)

Taylor Young Investment Management Limited was founded in 1986 to provide highly personalised thematic investment management to individuals. Whilst we now provide this service to individuals, family trusts, pension funds, companies and charities, we remain focused on and committed to our twin goals of providing the best in investment management and delivering the highest levels of service to our clients.

Our strength is our ability to know our clients and their individual needs and we achieve this by restricting the number of clients each investment manager has at a level well below the industry average. This allows us to remain fully focused on our clients and to tailor our service to meet the individual needs of each of our clients. Our boutique size and approach also allows
us to remain focused on our innovative thematic and research led approach to investments ensuring that we have both the time and resource required to deliver the best performance across the range of mandates we offer.

We remain operationally independent and, therefore, have no conflicts of interest and no external pressure put upon us.

By design, the Taylor Young Investment Management Limited Investment Process is:

Rigorous, freethinking and independent - It does not track indices and, therefore, it takes a reasoned view on its investment strategy.

Thematic in approach - Its ideas are current and relevant
Agile - It can and does respond to a rapidly changing environment

Transparent and searching - Its process is readily understandable but enables us to search out the very best investments

Independent - It avoids conflicts of interest

Flexible, yet controlled - It adopts risk controls and parameters that can be modified to meet its clients' requirements

Its investment philosophy is to blend these attributes and guide clients throughout the lifecycle of their wealth management.

 

News / Announcements

Taylor Young Investment Management Limited wins Lipper Award

Fund Manager Nick Rundle upgraded to AA in Citywire fund ratings.
Taylor Young Investment Management Limited (Taylor Young) is delighted to announce that in March 2008 it received the prestigious Lipper UK Equity -Small Investment House Group Award for three year performance. The award is the highest Lipper Leader Consistent Return rating and is indicative of Taylor Young’s excellent performance relative to its competitors. It is recognition that the Taylor Young Funds in the UK Equity category have delivered consistently strong risk-adjusted performance over the past three years. These funds are the CF Taylor Young Growth Fund, the CF Taylor Young Growth & Income Fund and the CF Taylor Young Equity Income Fund. In addition, Nick Rundle, Associate Director at Taylor Young, has been upgraded to AA in the latest Citywire Fund Manager ratings. Nick has been a Fund Manager at Taylor Young since 2004 and currently manages the CF Taylor Young Equity Income Fund and the CF Taylor Young Growth Fund.

Citywire’s ratings are determined by exceptional fund performance and look at a number of factors affecting an individual’s track record. The ratings compare performance against a benchmark over three years and reflect how much risk the fund manager has taken to generate this performance.

Taylor Young Investment Management Limited was also nominated for the third year running for a Private Asset Management Award by the PAM (Private Asset Manager) Awards
judging panel, in the category: Investment Performance - Growth.Peter Thomson, Chief Executive and Chief Investment Officer at Taylor Young, commented: “Taylor Young is thrilled to receive these accolades which are a reflection of our commitment to provide the highest standards of portfolio management. We have an innovative thematic approach to investment, which extends to private client investment management and institutional fund management and this, along with our dedication to providing the highest levels of customer service, sets us apart in the market.”