INVESTMENT

EXPERTISE

1988Year Established
870m +Assets Under Management (£)
500+Investment Meetings A Year

Large enough to matter.


Small enough to care.

We are an independent discretionary asset management company partnering with financial advisers, intermediaries and other fiduciaries to provide a wide range of forward-thinking investment solutions tailored to the needs of their clients. From our offices in the UK, we offer the flexibility of both onshore and offshore investment management services.

  • Dynamic and agile firm
  • Independent
  • Long and distinguished track record
  • Unique investment process
Large enough to matter. Small enough to care.

Risk-adjusted returns through a multi-asset approach

Our view is that asset allocation is the primary driver of returns. To determine the optimum asset allocation, BAM utilises a combination of third-party research, technical analysis and our proprietary macro-economic scorecard. By analysing a variety of indicators across all of the major economic areas globally, BAM is able to determine our preferred allocation by both asset class and region.

Risk-adjusted returns through a multi-asset approach

INVESTMENT PROCESS

HOW IT WORKS

Asset management is an iterative and continuous process but also one that demands flexibility in order to adapt to changing conditions, priorities and requirements.

The BAM investment process can be segmented into a four-stage cycle.

01. Identify

Establish market views based on analysis of the risks and opportunities that economic conditions present.

02. Allocate

Determine a suitable asset allocation to reflect market views.

03. Select

Populate the targeted asset allocation with best-in-class assets, as determined by proprietary quantitative and qualitative assessments.

04. Construct

Combine selected assets to contrive a diversified, multi-asset portfolio.