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Finance Awards 2017

Arcturus Wealth Management

Arcturus Wealth Management is one of the 2017 winners of Finance Awards at Wealth & Finance.

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About Arcturus Wealth Management

Best Wealth Management Firm 2017 – South England

 

Arcturus Wealth Management was established in 2011, and serves a diverse group of clients in London and across the South and South West. The firm’s advisers have worked in the industry for over 30 years. 

Ours is a common sense, value-orientated approach to investing and personal finance. In parallel with discussions on investment risk and individual goals, at the heart of our advice process is a disciplined value investing approach. 

At Arcturus, value isn’t an investment style, but rather a common sense approach to investing. We believe this offers the best way, over long time periods, to maximise investment results while reducing risk.

Value investing, in essence, is the art and science of investing in assets that are believed to be priced at a discount to an estimate of their intrinsic business value. Over time, the market price of the asset will tend to adjust to reflect the value of the underlying business. 

Our objective is to construct genuinely differentiated portfolios, tailored to each individual’s unique circumstances, set up for long term value creation. We monitor a range of portfolios from simple, low cost index based ones, to highly diversified portfolios made up of funds and global equities. These form the basis of our advice and ongoing research activities.

Taking inspiration from Warren Buffett and Charles Munger, the first rule is: try not to lose (nor waste) money; the second rule is easy: never to forget rule one.

Arcturus’ Founder has worked in a variety of senior roles within the financial services industry over the past 31 years. 

In addition, we’re fortunate in being able to draw upon the financial planning, pension and compliance expertise of colleagues at Arcturus’ affiliate firm. 

A word on Arcturus. It’s the fourth brightest star in the firmament, derived from the Ancient Greek ?ρκτο?ρος, and means “Guardian of the Bear”. The star has been known by this name since at least the time of Hesiod, around 700 BC. Now, that’s longevity for you.

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