Investment management
services at AFH

AFH offers investment solutions that work in harmony with your long-term goals for a truly holistic, financial planning led-wealth management service.

We’ll take the time to understand what you want your portfolio to achieve, tailoring our approach in-line with your objectives and risk profile.

In-house skill and experience combined, our economy of scale allows us to keep fees low and transparent. Whether you choose our Discretionary or Advisory portfolio management service, at AFH our team of investment specialists will manage your money the way you want.

Watch the video below to find out more about our investment department

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Investment management

Our highly experienced specialists can help to ensure you get the best investment outcome suited to your needs. Depending on the service you choose, we can provide you with advice, or handle your investments ourselves.

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Portfolio management

Not one approach suits all. The service that is right for you will depend on whether you wish to have control over the management of your portfolio or remove the work by letting our investment specialists make decisions on your behalf. Get in touch to discuss your options and choose the service that matches your needs.

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Investment solutions

Investing is complex and there are many options to consider. While it may seem daunting initially, we'll provide independent and objective solutions that will work towards meeting your financial goals.

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Our Investment Committee

The Investment Committee (IC) at AFH brings together over 300 years of investment experience and is made up of specialists from within and outside of the business. It serves as the start and end point for all matters concerning the investment strategy, and the direction of travel for the Group.

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