Hepburn Investment is a company built on principles. This allows us to have a confidence and consistency in our decision making process, and underpins the success of all our departments and their fluid interaction

Dedication

We believe Hepburn Investment is as dedicated a wealth management company as in business anywhere on the planet. Complacency is a pernicious factor that can creep into any group or organization. Employees within a company structure are doing a job every day that can become a mundane activity and cease to motivate. Our advisors thrive in an environment where they are being challenged every day, and have both a personal and financial stake in the success of each and every one of their client’s accounts. As each client account presents a different set of challenges their work is far from repetitive. Put simply we are extremely proud of the vibrant culture in our office, it is the foundation of our ongoing success.

From our clients’ point of view, dedication makes itself felt in practical terms in every interaction. It takes a great deal more work to fully take on board a client’s specific position and requirements and design a portfolio from all available options than it does to tick a few boxes and sell a standard package. Many businesses in this market operate by selling endorsed products that give them income at the front end. At Hepburn Investment we dedicate ourselves to structuring a portfolio for you that will perform best, and continue to perform for the timescale you require

Prudence

There is a common misconception that there is a fixed interaction between risk and growth, that somehow you cannot have more growth without more risk. While there are obvious reasons for this perception it is simplistic. To use an example, an initial public offering of the right national utility company in a tiger economy is an incredibly low risk investment that is certain to offer extremely healthy growth in the long term. That boat has mostly sailed, but there are countless other examples in emerging markets which our alert analysts, with their specialist local knowledge, are able to tap into. The portion of these releases reserved for institutions harbor significant benefits, and we are able to merge funds to open up investment to private individuals for these products. The point is: a portfolio that is carefully structured and flexible enough to allow capitalization on these opportunities as they arise can be low risk and high growth. And therein lies our primary capability.

The fixed interaction that should be taken account of is between risk and ignorance. The less you know the greater the risk. Thanks to our in-house research team and analysts and their ongoing hard work, at Hepburn Investment prudence does not equate to modest returns

Communication

Clear communication on all levels is vital to the ongoing success of Hepburn Investment’s operation. Between advisor and client, between members of staff within the company sharing their expertise, and between us and third parties we may have to liaise with on your behalf. It all relies on the smooth flow of information, and just as importantly, on that information being correctly received. Our advisors understand that the jargon that proliferates in this industry can be baffling, and understand the requirements of working with those who are relatively new to investing. They will quickly establish how best to present information to a new client to make it fully comprehensible. The regularity and level of detail of reporting can then be agreed and then all of the parameters for clear communication have been set.