Whether you come to us directly or through a professional adviser, your investment manager will first
need to establish your circumstances and requirements. Direct contact with the person who will be
responsible for managing your money is a vital part of this process.
He or she will need to understand your overall level of wealth, lifestyle, time horizon and tax affairs
as well as any liabilities you may have. You may be a new investor or wish to transfer an existing
portfolio from another investment company. This may also be a good opportunity to consolidate your
investments, including ISAs, under a single investment strategy.
Once we understand your situation and objectives, using our investment process, we will propose an
investment strategy that reflects your individual circumstances and objectives. If you agree with the
strategy, we will go ahead and construct your portfolio.
We will actively manage your portfolio to ensure it remains appropriate for the ever-changing conditions in the global economy and financial markets. Your investment manager will also be responsible for making any adjustments if your personal situation or objectives change. A diversified investment strategy (sometimes called a “balanced portfolio” or “multi-asset portfolio”) that combines different assets can be one of the best ways to preserve and enhance wealth over the long term. This approach can provide exposure to a wide set of investment opportunities and reduce losses when market conditions are challenging.Typically, different assets react to conditions in the underlying economy and financial markets in different ways. For example, government bond yields usually rise (and prices fall) if the economy is strong and interest rate increases are on the horizon.
Meanwhile, equities, commodities and commercial property tend to suffer when economic conditions are deteriorating. The performance of asset classes and the relationship between them can also be affected by other factors, including central bank monetary policies, regulatory changes and the political climate as well as investor sentiment. Building diversified portfolios and monitoring the investment environment is a complex process that requires extensive resources and expertise.
Your investment manager will develop a close working relationship with you or your adviser,
starting with a comprehensive fact-finding exercise so that we fully understand your financial
situation and requirements.
Sector-focused insight shared across platforms
Our focus on sectors is at the core of our investment strategy. Our investment teams are
principally organized around sectors - which means that investors who focus on diverse products
and strategies across the firm work together to build deep insight and relationship networks in
our key sectors. Sharing ideas and intellectual capital across the firm gives us distinctive
insight, and this cross-platform leverage enables us to bring the right capital solutions to
compelling opportunities.
Designed to help investors pursue
long-term investment success
Aligned with investor goals
We strongly believe long-term investing aligns with client goals, and our culture and
compensation structure reinforce that focus. We typically hold investments significantly longer
than our industry peers.*.
Navix Financial is tremendously proud of the trust clients place in us, and it is an honor we work diligently to uphold every day. We are committed to developing long-lasting relationships with each client and providing a comfortable, successful investment experience.
By fully understanding each client's unique investment objectives and issues (such as investment length or income tax requirements) we provide the most suitable asset management and wealth planning opportunities. .
Most of our clients prefer to increase their wealth through conservative, low-volatility investments. To meet their needs, we develop appropriate strategies, utilizing carefully selected investments..
When clients have questions, we pride ourselves on delivering clear – and timely – answers. Each client can monitor the status of his or her account any time and from any secure internet connection..
We seek to deliver attractive long-term returns and provide strong downside protection for our investors - including pension plans, endowments, foundations, sovereign wealth funds, financial institutions, insurance companies and the private wealth channel.
