Ziad Abou Gergi

HL Fund Managers follows a team-based approach to select managers and offers investors the ability to invest in a wide range of investments which includes UK, US, Canadian and European shares, ETFs, investment trusts, bonds and gilts from major groups to boutique investment houses. Their in-house research team provides access to investment ideas. The firm’s multi-manager funds aim to provide exposure to an entire sector or wide range of investments within a single investment.

BISL is an active, growth-oriented manager which aims to add value and outperform set benchmarks by taking active asset allocation decisions and stock selection positions within markets. The firm's investment team allocates assets and selects stock based on client income and capital requirements. A range of general ethical exclusions can be accommodated within their investment strategies and a specialist ethical team supports tailored ethical mandates.

Barclays Wealth-France is an active, research-oriented investment manager also using passive management for some of their portfolios. The firm invests in global equity and debt across all market caps, with the bulk of their investments in French equity. Research is shared within the parent group. The firm follows a top-down, thematic investment approach for equity. Their investment process starts with the selection of investment themes through a macro-economic analysis (e.g. population aging, emergent industrial countries, mergers & acquisitions). The firm's theme-based strategic allocation is reviewed monthly. Stocks with absolute performance potential are selected through financial analysis. Portfolio managers confirm their convictions through company visits and regular contacts with management. The resulting portfolios do not benchmark any particular index.