Our investment management approach will focus on your immediate and long-term goals, your attitude to risk and then we customise an investment portfolio to suit you.

For over 30 years we have actively managed the investments for high net worth clients to optimize the performance of their investment portfolios.

At Dunham Wealth we will carefully assess your financial objectives, investment experience, time scales and appetite for investment risk. This will then allow us to build an investment strategy and portfolio that is best suited to you and your requirements, and to maximise your returns,

Our Investment Approach

We work alongside a market leading investment consultancy firm who have access to market-leading fund ratings and portfolios, which are underpinned by rigorous research, experience and analysis.

• • Their research team is one of the most accomplished in the country with over 250 years of collective experience.
  • They constantly monitor and assess the market, meeting with around 600 fund managers each year.
  • They filter the Investment Association universe of 4,000 funds, finally rating around 400.
  • They consider ESG (Environmental, Social and Governance considerations) as a risk factor that they take into account in all our research and ratings. Responsible rating is effectively ESG+

Contact us to discuss your investment planning requirements.