Since the launch of WyeTree in 2007, our view has been that any portfolio management decisions should be taken only after a deep and thorough analysis of the assets. At WyeTree, this style of management is enabled by our state-of-the-art systems and analytics process. This has, and will always be our philosophy, which we have implemented via our staff and systems. We pride ourselves on a personal, bespoke and tailored style of money management.
Managing money is about the return - but it is also about the risk. At WyeTree we understand that all investors will have a differing risk/reward profile as each will have an expectation of how their money should behave through time. Our systems enable us to accurately target the appropriate profile for each of our clients.
We aim to offer a pure product approach that is dynamic, balanced and defensive where necessary.
We also believe in transparency at WyeTree. Our clients should know how and why their return was generated. Therefore, we favour a "pure product" approach, where we can offer single strategy products following independent asset analysis.
WyeTree is an independent firm with an independent portfolio manager. We make our decisions in the best interest of our clients and will always aim to do so.
Should you wish to discuss our philosophy or investment opportunities, please do not hesitate to contact us.