Bartlett Wealth Management portfolio value reaches new eight-figure milestone

Leeds-based firm Bartlett Wealth Management is celebrating after the assets under management in its Performance Matters portfolio reached £90m.

The company, which is part of insurance broking and risk management services provider Bartlett Group, made the announcement as it marks its 50th year in business.

Bartlett Wealth Management MD Robert Simpson said: “This is a significant milestone that reflects the consistent above-average performance of Performance Matters.

“We invest our clients’ money in a transparent way, based on their attitude to risk and our strict investment criteria. We choose high calibre and stable funds, selecting them using a formula based on statistics and proven track records, never ‘gut feeling’.”

The portfolio’s funds are selected by the Bartlett Investment Committee, which was established in 2008 and meets every month to discuss current economic events and examine market data.

Robert continued: “We place great emphasis on the ‘risk-adjusted’ return of an investment, ensuring that no unnecessary risk is taken.

“By constantly monitoring funds and replacing underperformers, the Bartlett Investment Committee ensures that our clients’ investments generate the best returns.”

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