Our Services
Wealth management
Private Clients, in our view, offer institutions the greatest loyalty but have
notoriously been charged the highest fees. We believe dissatisfaction is rife due to
low returns, poor service, high product complexity, high fees and short-termism.
SCM Private is determined to be a trusted investment brand where investors
can be confident they are being treated with total respect and honesty.
A New Way of Investing
The core principles of transparency, honesty, fair remuneration and excellent service form the basis of our investment philosophy. Unusually for Private Client fund managers, the manager and senior partners invest their own money in exactly the same portfolios and on exactly the same terms as clients. Fees are only one part of the equation for investors, performance is the other. Our aim is to achieve the cleanest, most efficient, cost effective way of getting from asset allocation to performance. Academic research has confirmed that more than 90% of the variation in portfolio return is explained by asset allocation decisions*. It is not the selection of individual stocks or bonds driving performance. It is the asset allocation that makes the difference in the long-term.
*Source: Ibbotson Associates et al, 2000, Study of Investment Returns

