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ROCKHOLD ASSET MANAGEMENT

Working exclusively with Financial Advisers, Rockhold was launched with the primary objective of offering investment solutions that are subject to rigorous oversight to help ensure they consistently meet client expectations.

OUR CORE VALUES

defined risk outcomes

Investment solutions should have clearly defined risk outcomes, which are used as a way to measure the performance of the manager running the fund or portfolio.

 
ROBUST INVESTMENT PROCESS

The investment partners who run mandates for us must have clearly articulated and robust investment processes, so we can oversee their performance and ensure transparency for advisers around how their clients money is being managed

 
RIGOROUS RESEARCH Our investment partners employ rigorous quantitative research to help them select the best passive or active funds used by our solutions. They then undertake extensive qualitative analysis of funds, including meeting fund managers where appropriate.  

"Working with Rockhold allows me to spend more time with my clients and be confident portfolios are managed to clearly defined risk outcomes"

Scott FyffeDirector and Financial Planner

"We did do a lot of research, and we quickly came to the conclusion that Rockhold had a very well structured proposition to offer Advisers"

Nick Johal PRINCIPAL AND FINANCIAL PLANNER

“Rockhold provide me with a high level or support, including access to the investment team and quick responses to any queries or issues I have”

Mark LathamSenior Financial Adviser

“The story behind the Rockhold construction and management is absolutely first rate”

Joe JacksonDIRECTOR AND FINANCIAL PLANNER
22

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