Earning Your Trust
Going the extra mile for you
At ELD Asset Management, our process begins with you. From the outset, a dedicated professional adviser will take the time to understand your unique investment goals and aspirations. Through in-depth conversations, we’ll explore your objectives, assess your current and future liabilities and evaluate your assets, existing portfolios and your vision for your financial future.
Your adviser will collaborate closely with you to create a personalised investment plan tailored to your individual circumstances, ensuring the strategy remains tightly aligned with your goals.
Managing risk
Striking a balance between your financial goals and risk tolerance
Your adviser will invest significant time in understanding your comfort level with risk, as this plays a crucial role in your portfolio’s performance over time.
Understandably, most clients want high returns with low risk, perhaps not realising that such outcomes are extremely rare. We manage their expectations effectively, providing honest, transparent and realistic guidance to help them make informed decisions.
Once your adviser has a clear picture of your needs, you’ll receive a comprehensive written précis of their findings along with a customised investment plan designed to address your priorities and optimise your financial potential.
knowing your client
Working with us
Tried and tested methodology
Never has knowing your client been more important than it is today, ensuring trust, compliance, informed decisions, and long-term financial success.
Commitment
When managing something as vital as client wealth, we dedicate ourselves to earning and repaying your trust by doing everything in our power to achieve your objectives.
We’re all ears
We carefully consider your goals, the timeline you envision for achieving them and how you feel about potential fluctuations in the capital you entrust to us.
Clear picture
We emphasise that there are no shortcuts to wealth creation that don’t carry significant risk. While it’s possible to achieve substantial returns, disciplined, methodical investing is the key to sustainable success.
Strong performance and long-term success
Investment Philosophy
Maximising returns, minimising risk
The pursuit of value
Value investing rewards those who embrace patience and foresight.
Appreciating the difference between value and price
Our enduring investment approach emphasises this distinction as one of the most vital skills for successful equity investing over the medium to long term.
Patience pays off
By staying the course, patient investors are better positioned to achieve superior results.