Who we are
Founded in 2016, Ascencia Investment Management designs managed portfolio investment solutions for a varied range of clients. Ascencia Investment Management is part of the Frenkel Topping Group, an organisation, which for over 30 years has provided expert financial and investment advice specialising in, although not limited to, assisting victims of personal injury and clinical negligence,(sometimes known as vulnerable clients). This means that for many of our clients, their investment portfolio may be their sole, or main, source of income, and a high degree of risk is not an option. This underpins our investment philosophy at every level.
What we do
The smooth investment journey principle is, in many ways, just as important as keeping costs low and incorporating high levels of diversification. In simple terms, a smooth investment journey means designing and building a portfolio that mitigates the extreme ups and downs of equity markets that occur from time to time.
Importantly, Ascencia tries to deliver an investment experience within our portfolio construction that takes sufficient risk to grow capital, however, not so much that it would permanently impair capital. This is achieved through our highly diversified multi-asset approach that is agile and actively managed to respond to rapidly changing macro-economic winds and geo-political risks.
Independent research is crucial in contributing to asset allocation and identifying trends within markets. Our research providers produce timely macro-economic analysis and asset allocation recommendations that are discussed at our investment management committee meeting on a monthly basis.
