Built for You. Managed by Us.

Our investment service can be broken down into two separate but equally important parts.

 

1. We build your globally diversified portfolio.

We give you access to all major asset classes and regions, with an investment universe covering more than 8,500 securities. We use cost-efficient, passive Exchange Traded Funds (ETFs) that we rigorously select for you.


2. We continually manage the risk in your portfolio.

We monitor the risk of the investments in your portfolio on a daily basis. When our investment model anticipates a breach of your risk tolerance we adjust your holdings. The result is a smoother investment performance and a better risk-adjusted return.

A Unique Investment Service

Powered By Data

Giving you a precise understanding of portfolio risk.

Keeping your risk stable, in all market conditions.

Limiting your exposure to high-risk periods that deliver poor returns.

  • Invest with the confidence of knowing your actual downside exposure.
  • Stop guessing what “moderate risk” might mean.
  • Enjoy a smoother investment experience with fewer bumps in the road.
  • Achieve better returns for every unit of risk you’re taking.
  • Steer clear of markets that don’t deliver the returns you deserve.

We are the only digital wealth manager to offer this service.

Our proprietary risk technology was developed by leading academic and co-founder, Professor Stefan Mittnik, PhD.

 

Ready To Invest for Your Future?

No lock-in, no hidden fees, full transparency



RISK WARNING

With investment comes risk. The value of your portfolio with Hunter & Ross Wealth can go down as well as up and you may get back less than you invest. A Stock’s and Shares ISA or a SIPP may not be right for everyone and tax rules may change in the future.