Our Approach

Here at Williams Investment Management, we are rather old fashioned. We do not view that as a problem, in fact as we survey the current investment industry landscape, we see it as a positive advantage. We have all worked in larger organisations which purport to put clients' interests first but in our experience, it is their own that take precedence. We manage our clients' capital in the same manner we manage our own.

It may surprise you to learn that most stockbroking firms have targets for employees with regard to income generation. As such, what will an individual do if, towards the end of the financial year, he or she is not on target? We know for a fact what too many do in that situation; they make it happen. How on earth can you truly be acting in clients' best interests when, before the event, you are charged with achieving a certain target? That is just one example of what we mean about organisations putting their interests before their clients'.

We offer service, honesty and our own brand of investment management which concentrates upon absolute returns rather than those of the relative variety; you cannot spend relative returns. We only exchange your cash for an investment we perceive to be better and if we do not see much value then we wait until we do; holding cash is no problem to us.

We do not offer investment 'solutions' or mission statements; just prudent capital management. We are not salesmen; we are advisers. It is our belief that the investment industry has forgotten its raison d'ĂȘtre. To us, it all too often resembles a branch of marketing that is always required to deliver an upbeat message. Our duty is not to deliver a message we think you will want to hear; it is to do our level best to deliver pleasing long term returns that have been garnered without assuming excessive degrees of risk.