Arcturus Wealth Management

Description Arcturus’ mission is simple - to help our clients reach their long term financial and personal goals, and to provide them with financial ‘peace of mind’. A focus on sustainable, results-driven investing, combined with tax-efficient financial planning, are the hallmarks of our service. Approach Fund manager selection - ESG sustainable and ethical investments - Maintaining ongoing dialogue with key fund managers - Fund initial due diligence and ongoing analysis - Critically analysing manager’s individual stock selections - Monitoring risk adjusted returns and how funds perform in weak markets - Tracking ongoing charges beyond the ‘headline’ data - Ensuring consistency of communication and execution of the stated strategy - Understanding the ethos and philosophy at the group level - Optimising mix of funds, index funds, equities and cash - Analysing and monitoring portfolio level risk to align with client profile - Monitoring aggregate charges of the portfolio and investment platform