Risk Management
Balancing risk and return is critical. We carefully assess and monitor risks to align with your investment goals.
At Remy Investments, we craft diversified portfolios to deliver strong returns while managing volatility and risk, tailored to each client’s investment objectives.
We aim for consistent performance across market cycles, applying a disciplined investment process grounded in evidence-based principles.
Our philosophy emphasizes long-term vision and discipline, favoring a buy-and-hold strategy. We focus on sustainable growth, balancing current market conditions with your long-term goals.
Evidence-Based Investing
Our approach is rooted in academic research on market behavior and investor psychology. We design portfolios for long-term value through diversification, efficient allocation, and tax-aware strategies, avoiding speculative trends.
Cost and Tax Efficiency
We prioritize minimizing costs and taxes, using low-fee funds and tax-efficient strategies like ISAs and pensions. Our independence ensures unbiased recommendations, enhancing your financial outcomes.
Personalized Planning
Following a thorough financial review, we create a tailored investment plan reflecting your goals and risk tolerance. Ongoing monitoring ensures your portfolio remains aligned with your objectives.
Our Investment Philosophy
We build portfolios based on proven investment principles informed by market research:
Broad Diversification
Spreading investments across global equities, bonds, and alternative assets reduces volatility while capturing growth opportunities.
Tax Awareness
Utilizing tax-efficient vehicles like ISAs and SIPPs, alongside low-turnover strategies, maximizes your after-tax returns.
Cost Efficiency
Low-cost funds and minimal fees enhance long-term returns, as evidenced by studies favoring cost-effective investments.
66yrs
of experience in investment advisory
500+
client relationships advised
£500m
total client assets under management