Investment Management

Too many investors trust their wealth to managers only to be left in the dark. Unclear fees, generic strategies, little say in the process. Our investment management service replaces uncertainty with transparency, tailored strategy, and ongoing communication.

Investment Management Without the Blind Spots

Many investors sign up with investment management companies only to find themselves kept in the dark. You want your wealth managed, but not at the cost of wondering how your portfolio is run, what decisions are being made, or why those choices matter. We remove those blind spots.

With our investment management services you will always know exactly what you are paying, what you are invested in, where your risk level sits, and how every decision is moving your wealth toward your goals while reflecting your values. Your portfolio is built for you, not pulled from a template, and adjusted with you as often as you choose. Prefer a fully hands-off approach? We will take care of it. Want a more collaborative role? We will work with you every step of the way.

Tailored Portfolio Design

Your portfolio is built for you, not pulled from a template. We combine traditional investments with alternative investment management to create a diversified, goal-driven strategy that matches your values, risk profile, and ambitions.

Discretionary or Advisory Fund Management

Choose a fully hands-off discretionary fund management service where timely decisions are made for you, or stay involved through advisory management with full visibility before trades are actioned.

Risk Management and Capital Preservation

We actively monitor and adjust your holdings to safeguard against market volatility, using strategies designed to protect capital while targeting consistent long-term growth.

Tax-Efficient Wealth Management

From ISAs and pensions to cross-border structures, we ensure your strategy is optimised to reduce tax liabilities and keep more of what your portfolio earns.

Values-Led and ESG Investing

We integrate ethical, environmental, and social criteria into your portfolio so your investments align with your principles without compromising performance.

Transparent Reporting and Open Communication

No hidden fees, no radio silence. You receive clear reports, plain-English explanations, and regular updates so you always know where your money is, how it’s performing, and why decisions are made.

Grow What You’ve Worked For

You have built the foundations and now it is time to see them flourish. Without the right management, wealth can lose momentum, miss opportunities, or drift away from what matters to you. We focus your investments on meaningful growth, shaping a portfolio that supports your ambitions today and your legacy tomorrow.

For Those Ready to Put Their Wealth to Work

We work with investors who want their money managed with purpose, structure, and a clear link to their long-term goals.

Tailored investment management, alternative investments, and discretionary fund management from expert money managers who build and protect your portfolio.

Professionals and executives seeking a portfolio tailored to their career stage and future plans.

Tailored investment management, alternative investments, and discretionary fund management from expert money managers who build and protect your portfolio.

HNW and UHNW individuals with diverse assets or cross-border investments.

Tailored investment management, alternative investments, and discretionary fund management from expert money managers who build and protect your portfolio.

Entrepreneurs looking to reinvest the proceeds of a business sale.

Tailored investment management, alternative investments, and discretionary fund management from expert money managers who build and protect your portfolio.

Small business owners aligning personal and business wealth.

Tailored investment management, alternative investments, and discretionary fund management from expert money managers who build and protect your portfolio.

Investors focused on generating income without eroding capital.

Tailored investment management, alternative investments, and discretionary fund management from expert money managers who build and protect your portfolio.

Families aiming to grow wealth while aligning with legacy and succession goals.

Your Life. Your Wealth. Your Investments.

Our investment management services bring structure, insight, and purpose to every decision affecting your portfolio.How should your portfolio be positioned to achieve your goals?How do you turn the wealth you’ve worked hard to build into an asset that grows, protects, and supports you over the long term?Managing a portfolio should not be left to chance,not to hidden fees, generic model portfolios, or decisions made without your knowledge.Wealth can be grown. Risk can be managed. Opportunities can be seized.When the right strategies are in place, every investmentfrom traditional markets to alternative investment management opportunitiescan be aligned with your objectives and values.As experienced wealth managers, we bring every element together. From discretionary fund management that makes timely, informed decisions on your behalf,to transparent advisory services, tax-efficient structuring, and ESG integration, we deliver the expertise you expect from leading wealth management companies without the blind spots that hold investors back.Whether you want to generate income, preserve capital, diversify internationally, or integrate your investments into a wider family wealth plan, we’ll design and manage your portfolio to reflect your ambitions and adapt as life changes.From protecting against unnecessary risk to ensuring you’re positioned for the opportunities ahead, we’re here to ensure your investment management is as effective, resilient, and purposeful as the years it took to build your wealth.

FAQs

Planning how to invest, protect, and grow your wealth raises questions that generic guides often leave unanswered. The right approach depends on your goals, risk tolerance, and the type of portfolio you want to build. We have gathered some of the most common questions from clients looking for clear, informed investment management services.

Investment management is the professional oversight of your assets, such as shares, bonds, property, and other investments, to achieve specific financial goals. It involves designing a bespoke strategy, selecting investments, managing portfolio performance, and adjusting allocations as markets shift or your needs change. Unlike some wealth management companies that focus mainly on product sales, our approach is goal-driven and client-specific, ensuring every decision supports your long-term objectives and values.

Discretionary fund management is a service where professional money managers make investment decisions for you within an agreed mandate, without needing to check every transaction with you. This allows quick responses to market opportunities or risks. In advisory management, the manager recommends actions, but you approve each trade. Both options are available depending on whether you want a completely hands-off service or prefer to be actively involved in managing your portfolio.

Effective investment management uses diversification, strategic asset allocation, and risk management techniques to reduce the impact of market downturns. This may include balancing traditional assets with alternative investment management, adjusting exposure to high-risk sectors, and regularly reviewing your portfolio to keep it aligned with your goals. By actively managing portfolio risk, professional money managers aim to preserve capital while positioning you for long-term growth.

Alternative investment management focuses on assets outside the traditional stock and bond markets, such as private equity, infrastructure, commodities, hedge funds, or real estate. These can diversify your portfolio, provide different sources of return, and reduce exposure to market volatility. However, they may carry higher risk, lower liquidity, or longer investment horizons. Whether they are right for you depends on your risk tolerance, objectives, and the role they play within your broader investment strategy.

Costs vary between wealth management companies and depend on the level of service, the type of investments, and the size of your portfolio. Common charges include an annual management fee, fund costs, transaction charges, and sometimes performance-based fees if returns exceed agreed benchmarks. We believe in complete transparency and our clients always receive a clear breakdown of costs so they can see exactly how fees affect their net returns.

Managing a portfolio effectively means more than picking investments. It requires continuous monitoring, rebalancing, and alignment with your goals. We start with an in-depth understanding of your objectives, values, time horizon, and risk profile. From there, our money managers implement a strategy that can include both traditional and alternative investments. We provide regular performance reviews, market updates, and adjustments when necessary, ensuring your portfolio remains on track through different market conditions.

When selecting an investment manager, consider more than just past performance. Look for a clear and consistent investment philosophy, transparent fee structures, and experience in both traditional and alternative investment management. A good manager should communicate in plain language, explain the rationale behind decisions, and be willing to adapt their approach to your changing needs. Most importantly, choose someone who treats your portfolio as unique, not a model copied from other clients, and who sees their role as protecting and growing your wealth for the long term.

Strategy Starts Here

We take the time to understand what you want your investments to achieve and how your wealth can get you there. Together, we’ll design and manage a portfolio that grows, protects, and aligns with your goals, without hidden fees, generic solutions, or unnecessary complexity.

Forest Wealth