Alison Jane Monk

CGWL is an active, long-term investor which offers clients an access to a wide range of portfolio building and management resources, supported by rigorous, robust and highly analytical investment process includes in-depth research, in-house resources and insights into local and international markets. The firm’s discretionary portfolios invest in individual stocks and bonds, and other alternative asset classes. They also invest in third party investment funds, for added diversification and access to a wide range of investment styles and strategies. CGWL provides a range of different investments, including securities, equities, funds, exchange-traded funds (ETFs), investment trusts, venture capital trusts (VCTs), enterprise investment schemes (EISs), alternatives, bonds and cash.

Provides investment advice

EF is an active investment manager following a flexible, multi-strategy investment approach tailored to their clients' profile. They favor asset diversification and balanced portfolios. Investment decisions are based on in-depth proprietary research which pays particular attention to market trends. EF invests globally in equity, gilts and bonds, focusing on the UK. They also invest in other asset classes including emerging market securities and private or public company growth capital. In particular, they invest in private equity, pre-IPO funding, IPO operations and secondaries. EF has specialist expertise in the pharmaceutical and healthcare sectors, biotechnology and medical devices. They acquire significant stakes in innovative companies, and promote their growth. They favor companies with strong IP protection.