Limelight Investment Services

HOWEVER IT’S DONE, YOU WILL WANT YOUR MONEY TO WORK HARD FOR YOU. WE OFFER DIFFERENT SERVICES TO ALLOW YOU THE DEGREE OF INVOVLMENT YOU WISH. HANDS ON, OR HANDS OFF FOR THAT MATTER TOO.

(Not currently available in all jurisdictions)

A BREADTH OF INVESTING SOLUTIONS

TAILORED INVESTMENT SOLUTIONS

HOW WE CAN WORK

Important decisions need expert advice. We’re financial freedom fighters

DIY INVESTING INVESTMENT ADVISORY PROFESSIONALLY MANAGED PORTFOLIOS
  • Over to You, You are in the driving seat. You can deal in investments through an online form and we simply execute your orders.
  • Where you take the lead For clients who are comfortable taking the lead, decisions are taken in partnership with an investment manager.
  • Where we lighten the load From the very bespoke constructions, or our managed portfolio strategies we have a choice of approaches, including different styles and managers.
  • Built for those who want to retain complete control of their investments.
  • Designed for those who would like to manage their own money, but appreciate the support of a professional investment adviser
  • A range of risk assessed options including:
  • We provide the technology and resources to support a DIY approach.
  • A dedicated adviser will be on hand to discuss market developments and your holdings.
  • Discretionary: Bespoke Portfolios, and Tailored Traditional multi-asset portfolios (from 200,000 GBP).
  • Access to a wide range of sectors, number of exchanges and thousands of funds.
  • Having made initial recommendations, these are then kept under ongoing review.
  • Individual equity/Passive/Absolute Return managed portfolio strategies (from 50,000 GBP).
  • Take advantage from pre-built ‘mini model’ portfolios to benefit from a given theme.
  • Before investing, your adviser will engage with you to thoroughly understand your circumstances and your aims.
  • Benefit from a rigorous suitability process to design an appropriate investment approach.
  • Invest within a range of tax wrappers including ISAs or simply in a General Investing Account.
  • Benefit from the insights of a longstanding asset management business, with professional fund managers and global reach.
  • Continuous monitoring means your investments remain matched to your investing objectives.
  • You remain fully in control of the decision making process at all times.
  • A range of styles to suit investing personalities and investing types.
  • PERSONALISED INVESTING:

    It's rightly so that investment profiling should target understanding your financial personality - your risk tolerance comfort level for example.

    PORTFOLIO MANAGEMENT SOLUTIONS

  • We think it’s possible to go beyond a risk profiling exercise that ‘takes your temperature’ at a given point in time;

  • Investing preferences can change, and suitability assessment can be broader than reducing risk to just a number

  • Whilst assessing suitability is fundamental of any given proposition, we try to offer a range of investing styles and portfolios.
  • INVESTING STYLES


  • A goals based approach means that you may have more than one portfolio for more than one goal

  • A need for income generation is very different for monies that are being set aside for the next generation

  • Therefore, we offer a range of approaches that might refine further mapping a given portfolio to a given goal – a multi asset fund, a passive portfolio of ETFs, or even a share portfolio.
  • PORTFOLIO PREFERENCES


  • Therefore depending on your requirements, we can even combine different approaches, from different fund management companies, including our own.

  • The styles we can support include:

    - Multi asset funds
    - Traditional fund based portfolios
    - Individual equity portfolios
    - Passive ETF portfolio
    - Absolute return approaches
  • OUR PORTFOLIO STRATEGIES

    However, we think we can go further by matching either a goal or a personality to a style of investing too, and that's why we offer a breadth of investing approaches and portfolio constructions

    WHAT’S YOUR ATTITUDE TO RISK
    Answer these short questions to understand more about your capacity and tolerance for taking on investment risk
    X

    SYMPHONY BESPOKE PORTFOLIO SERVICE

    The Symphony portfolio service employs an asset allocation approach that tries to identify where we are in the business cycle,
    before determining the appropriate asset mix of traditional assets – stock markets, bonds and property.
    It will use a combination of third party funds, managed by best of breed managers and exchange traded funds where appropriate.
    Symphony bespoke portfolios are tailored to your specific individual circumstances.

    SERVICE NAME:


    • Symphony Bespoke Portfolio Service

    SUITABLE FOR:


    • Portfolios from 750,000 GBP plus

      APPROACH:

    • Risk targeted portfolios, diversified across global equity and bond markets.

    • Strategic asset allocation driven by where we sit in the business cycle

    X

    SYMPHONY PORTFOLIOS

    The Symphony portfolio service employs an asset allocation approach that tries to identify where we are in the business cycle, before determining the appropriate asset mix of traditional assets – stock markets, bonds and property. It will use a combination of third party funds, managed by best of breed managers and exchange traded funds where appropriate. Symphony bespoke portfolios are managed to a given risk tolerance and profile.

    SERVICE NAME:

    • Symphony Portfolios


    • SUITABLE FOR:

    • Portfolios from 50,000 GBP plus


    • APPROACH:

    • Risk targeted portfolios, diversified across

      global equity and bond markets.

    • Strategic asset allocation driven by where

      we sit in the business cycle.

      RISK PROFILES:

    • FinaMatrica

    • - Symphony II / 25-40

    • - Symphony III / 41-49

    • - Symphony IV / 50-61

    • - Symphony V / 62-74

    • - Symphony VI / 75-83

    • - Symphony VII / 84-100

      RISK PROFILES:

    • DYNAMIC PLANNER

    • - Symphony II / 2

    • - Symphony III / 3

    • - Symphony IV / 4

    • - Symphony V / 5

    • - Symphony VI / 6

    • - Symphony VII / 7

    X

    Parala Macro Multi-Asset

    (NOT CURRENTLY AVAILABLE IN ALL JURISDICTIONS)

    Parala’s approach to asset allocation uses a proprietary academic approach, developed by asset allocation experts of global standing. The Parala engine uses a sophisticated macro economic model, suing the latest data to predict the best performing asset classes for the near future, creating a ‘heat map’ of investments on a forwards looking basis. Asset allocations are implemented using Exchanged Traded Funds, and are rebalanced monthly using the latest data – it is a hybrid approach benefitting from the advantage of being both actively managed, but passively implemented.

    SERVICE NAME:


    • Parala Macro Multi-Asset


    • SUITABLE FOR:

    • Portfolios from 1,000 to 200,000 GBP plus


    • APPROACH:

    • A suite of risk targeted multi asset funds, diversified across

      nearly 25 across classes, using Exchange Traded Funds.

    • Asset allocation rebalanced monthly, using

      the academically developed Parala ‘engine’.

    BENCHMARK:


    • IMA Mixed Asset Indices


    • RISK PROFILES:

    • Cautious Income

    • Balanced

    • Dynamic Growth

    X

    All Terrain Portfolio Strategies

    (NOT CURRENTLY AVAILABLE IN ALL JURISDICTIONS)

    An approach to investing that has a different benchmark – cash – rather than judging performance against a stockmarket. It allows for a wider variety in the asset mix, and will make use of more hedging techniques. Built exclusively using in house managed funds, the portfolios seeks to smooth out some of the volatility associated with traditional portfolios.

    SERVICE NAME:


    • All Terrain Portfolio Strategies


    • SUITABLE FOR:

    • Portfolios from 20,000 to 1,000,000 GBP plus


    • APPROACH:

    • A suite of risk targeted portfolio strategies, invested using

      the ARIA suite of absolute return funds. Each risk profile has a different cash plus performance benchmark and the approach seeks to minimise stock market downside, generally smoothing out returns.

    BENCHMARK:


    • Bank deposits + percentage


    • RISK PROFILES:

    • Income

    • Higher Income

    • Cautious

    • Conservative

    • Balanced

    • Progressive

    • Adventurous

    X

    Equilibrium Portfolios

    (NOT CURRENTLY AVAILABLE IN ALL JURISDICTIONS)

    A purely passive approach to investing. A suite of risk mapped, multi-asset portfolios which bring diversified exposure in a cost effective manner, exclusively using low cost Exchange Traded Funds (ETFs). The models are rebalanced annually, but asset allocations are not actively managed in between times.

    SERVICE NAME:


    • Equilibrium Portfolios


    • SUITABLE FOR:

    • Portfolios from 25,000 GBP plus


    • APPROACH:

    • A suite of risk targeted portfolio strategies, using strategic asset

      allocation across a number of asset classes. Portfolios are not actively managed, but rebalanced annually, performing in line with markets globally.

    BENCHMARK:


    • APCIMS


    • RISK PROFILES:

    • Cautious

    • Conservative

    • Balanced

    • Progressive

    • Adventurous

    X

    Value individual equity Portfolios

    (NOT CURRENTLY AVAILABLE IN ALL JURISDICTIONS)

    Portfolios comprised of individual equities, based on either US, European or UK companies. The approach targets higher yielding shares of blue chip companies, that would appear to be good value compared to their historical valuations or the broader markets. Companies are selected by our professional Fund Managers.

    Download

    SERVICE NAME:


    • Individual equity Portfolios


    • SUITABLE FOR:

    • Portfolios from 250,000 GBP (or CCY equivalent)


    • APPROACH:

    • Three portfolios offering exposure to either the UK, US or European markets.

    • Shares are selected on the basis of having a higher than average

      dividend yield and considered ‘undervalued’ according to a range of metrics.

    • Portfolios are managed our professional Fund Managers.

    BENCHMARK:


    • FTSE 100, Eurostoxx 50 and S&P 500


    • RISK PROFILES:

    • Progressive

    • Adventurous

    Call Us

    You’re always welcome.

    Visit Us
    Building 2, Ground Floor,
    Guildford Business Park,
    Guildford, GU2 8XG
    United Kingdom
    Call Us
    +44 (014) 8391 7644
    Mail Us
    ifa.admin@ariacm.com

    get in touch


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