Wealth Management

A COMPREHENSIVE and BESPOKE EXPERIENCE

Tcam’s Wealth Management service seamlessly integrates the best of our financial planning and investment management expertise, bringing together all the knowledge and experience you need to help you reach your financial goals.

Careful planning is fundamental to helping you achieve your financial goals. Our extensive knowledge of the financial, investment and tax environments, combined with expert guidance, allows us to construct a financial plan designed to meet your objectives and to protect you from the unexpected. Your dedicated member of our team is on hand to provide support – wherever life takes you. We remove the stress of managing your financial affairs, taking on responsibility for making sure your assets are best positioned to benefit from ongoing changes to the legal and taxation framework.

We construct a personalised investment portfolio which is designed to meet your bespoke needs. Your dedicated member of our team will work with you to determine how much risk to take in your portfolio when constructing an investment strategy. We ensure that your portfolio is well diversified by investing across a wide range of asset classes including equities, bonds, property and alternative assets, not limited to hedge funds and specialist structures. Investment decisions are led by Haig Bathgate our Joint CEO and Chief Investment Officer, who is supported by a team of in-house analysts and external advisers.

Our investment objective is to protect and grow your wealth, capturing the majority of the returns of global equity markets when times are good and adding real value by safeguarding your portfolio when times are tough. We have high conviction in the investments we make and avoid getting drawn in when the consensus view is at an extreme – positive or negative. We take a cynical approach to investment and are instinctively contrarian - perhaps not surprising given that our business originated in Scotland!

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