Reviewing portfolio
'Embrace' Edale
No Adviser. Poor adviser. Changing Adviser.
Policy not performing. Need a review. Circumstances changed.
Edale can assist
A wealth boutique focusing on investments
Edale is a wealth boutique focusing on investments and investment-related services for investment firms, entrepreneurs, business leaders and builders as well as private clients.
We focus on monitoring, managing & caring for financial assets.
Expert advice!
I’m teaching overseas and […]
A meaningful work experience
My experience at Edale […]
Great meetings, hosted by Adrian the peer group was well balanced and provided plenty of feedback and food for thought
The peer review worked […]
Certainly not “copy and pasted” advice
Lawrie is one of […]
First class service
Have only been with […]
Well worth knowing.
I have known Lawrie […]
On track to your goal?
Lots of clients investing in expat or international saving's plan want to ensure they are heading towards their financial goal.
Circumstances change and maybe you've not heard from your adviser since starting the policy. Are you holding the correct investments in your portfolio?
Edale is a globally aware investment boutique. We can now help private client's to get more from their existing plans by providing long-term management and effective maintenance of your savings plan.
Lots of controversy surrounds insurance savings plans from Generali, RL360, Hansard, Friends Provident International, Old Mutual (Royal Skandia) and others. These issues frequently start where a plan was not fully explained. A 20-year saving's plan requires commitment close to these length and also maintaining the minimum contribution agreed at outset. Reading a valuation a short way into the investment period or stopping contributions ( where charges are linked to the initial premium ) can have a detrimental impact on the exit value. We can help you understand these products and ways to improve the outcome.
If your regular savings plan is not growing to the scale you expect or longterm commitment needs to change due to your circumstances we can help.
Edale's Embrace strategy aims help clients improve the outcome where they have a regular or lump sum unit linked savings plan.
Supporting your plan
Edale are happy to take over management of your plan.
There is no transfer costs to switch to us.
What we will do
Make things easy to understand Be available for when you need us Diversify your investments Frequent reviewsWhat we won't do
Disappear with no trace Leave you confused or unclear Use exotic investments Not listen to youPlans we can service
We can support regular and lump sum savings plans servicing you and updating on progress.
Additionally we can invest you in to a suitable investment strategy matched to your risk profile.
Regular savings
Model portfolios and risk-profiling
Linking you to a model portfolios built from the limited range of funds in the wrapper
Income
Cautious
Growth
Lump sum
Investment advisory
Investment selection and advice from across a wide investment universe
Bespoke
Income
Cautious
Growth
Accolades
Best International Practice in Asset Management/Life Products/Bonds
International Fund & Product Awards 2017
Best Best-Practice in Offshore
International Fund & Product Awards 2017
Finalist best new entrant
Sustainable Investment Awards 2016
Best International Practice
International Fund & Product Awards 2016
Best Asset Management House in Europe
International Takaful Awards 2015
Best fund of funds
MENA Fund Manager Awards 2015
Corporate Social Responsibility
Investment Marketing and Innovation Awards 2015