Our team of qualified investment professionals will ensure clients’ assets are managed with professional care. Unlike some larger firms, we do not allow third-party contractors to serve as investment managers on our platform.
Our success has always been based on personal relationships with our clients. We are committed to ensuring you have a meaningful, personal relationship with your investment manager. You are our client – but we hope you will also see us as your friend and adviser.
Clients should know exactly how their investments are managed and fees are charged. We are open and confident about both, and are happy to share with clients the disciplined research underpinning our strategies and services.
Our global asset allocation and quantamental investment strategies are supported through collaboration with Rayliant Global Advisors, one of the world’s leading institutional smart beta and multi-factor research firms. Our strategies are based on rigorous quantitative research and are augmented by in-house, fundamental stock selections.
The “status quo” is never good enough. We’ve thrived for two decades in a competitive landscape only by constantly improving the quality of our service along with commonsense investment strategies. That energy has manifested most recently through our collaboration with Rayliant Global Advisors, who are pioneers not only in the global investment space, but also in investment firm culture, diversity and inclusion.
Our all-in expense ratio is competitive in the market and our cost structure is fully transparent. We do not lock-in our clients’ money or charge exit or entry fees. And we are always working to improve the way we communicate fees and costs to new and existing clients.
Henderson Rowe focuses on investor outcomes by leveraging expertise in global markets and factor-based research to develop multi-asset strategies and build dynamic asset allocation models. This disciplined, repeatable process powers our comprehensive asset allocation solutions.
Henderson Rowe’s strategies are based on a deep understanding of how to design, implement and integrate smart beta into an investor’s portfolio. We leverage this knowledge to build customised portfolio solutions covering a range of long-term investment objectives. Our quant-based cores are then supplemented by on-the-ground, fundamental-driven stock selections.
With respect to ETFs, Henderson Rowe focuses on selecting the right ETFs and the right weights. We do not rely on market timing, which takes bold risk for an uncertain reward. Rather than relying on passive cap-weight funds – or, even worse, expensive customised instruments — we believe in using low-cost, multi-factor smart beta ETFs to generate excess returns. In some portfolios, adding alternatives like REITs and commodities can provide inflation protection and greater diversification.
Unlike some larger firms, Henderson Rowe can provide balanced solutions for clients to meet their individual Tier 1 investment objectives. This includes Home Office-compliant portfolios that reflect various time constraints, risk tolerance, individual aims and objectives. Henderson Rowe will work closely with your immigration adviser throughout the period of the investment, characterising a service that we believe sets us apart from our competitors. We encourage potential Tier 1 investors to contact us for further information.