Our Values

A New Take on Investment Management

At NORTON FINANCE GROUP LIMITED, portfolio management is all we do. This allows us to focus on your business objectives, and provide you with a higher level of personalised service. We offer an international perspective, and deal actively in shares and pooled investments from around the world. We've also adopted a more conservative approach than other firms. Our philosophy can be summed up as follows:

Client Individuality

Clients are all individuals with different investment objectives. This results in various income requirements, tolerance of risks, and time horizons. We place a great emphasis on building and maintaining a strong relationship with you and your professional advisers to achieve your personal investment goals. We monitor and report regularly to ensure that any changes in objectives are recognised and met. NORTON FINANCE GROUP LIMITED also follows a disciplined approach to the investment process to make sure that portfolios best satisfy your priorities.

Global Perspective

All investments take place in a global economic environment. While we never lose sight of your individual financial requirements and risk tolerance, we believe a global perspective is crucial to maximising investment opportunities. The correct assessment of the relative merits of world stock markets and currencies will often have a greater impact on portfolio performance than sector weightings or individual stocks.

Independence

NORTON FINANCE GROUP LIMITED is genuinely independent. We are not stockbrokers. We have no in-house products or unit trusts. We believe this ensures the best possible advice for you without any potential conflict of interest. In addition, we have access to the investment research of leading international stockbrokers and other market commentators.

Collectives

We are firm believers in the use of investment trusts, OEICs, unit trusts, offshore funds, and other pooled investments. When combined with an efficient asset allocation process, collectives enable private investors to harness specialized expertise and achieve a good spread of risk in a cost-effective way. Our long-standing connections with leading fund managers around the world enable us to identify the likely winners in any particular field.

Investment Process

At NORTON FINANCE GROUP LIMITED, we follow a disciplined approach to the investment process to ensure that portfolios best meet your priorities. Our approach is fundamentally conservative, combining today's sophisticated techniques of investment management with fundamental research and risk control. From our own analysis of this, we formulate policy. This is summarized in a quarterly newsletter which is circulated to clients and professional advisers.

Three Stages of the Investment Process

Macroeconomic Analysis of Major Financial Trends Worldwide from Which Overall Asset Allocations are Determined
Sector Analysis
Stock Selection

All of the firm's investment managers contribute to this process. The central investment policy is adopted and adapted by each director in accordance with the particular circumstances and priorities of their individual clients. We take a long-term view of investment. We believe that making frequent changes is rarely in the best interest of our clients.