STRATEGIC PARTNER

BLACKWOOD ASSET MANAGEMENT

A bespoke and exclusive offering for clients of
Elevation Investment Management

Blackwood Asset Management is a joint venture between Elevation Financial Group Ltd (EFG) which owns Elevation Investment Management Ltd, and Sorbus Partners LLP who are a firm of discretionary fund managers. Sorbus Partners LLP are authorised and regulated by the Financial Conduct Authority. Their FCA number is 588466.

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THE BLACKWOOD SERVICE

The Blackwood portfolios are a bespoke and exclusive offering for clients of Elevation Investment Management. With over £370m of client funds under management, Elevation has now been able to create a service exclusively for clients of the company – based on industry best practice. This includes consideration of:

  • Investment Management Pedigree
  • Competitive Charges
  • Management Oversight
  • Quality Communications – relayed directly to our clients

Elevation have full representation at the Blackwood Asset Management investment committee meetings, which are held on a quarterly basis. Whilst the day-to-day management of client monies is controlled by an experienced management team, Elevation retains a unique policy oversight that the investment team are intending over client funds. This then allows for Elevation to communicate back to its clients the latest positions and mindset of the management team.

There a five model portfolios covering risk levels 3 – 7 on the Dynamic Planner risk scale. Each portfolio will consist of a selection of carefully chosen active and passive funds together with a holding in the Sorbus Vector fund. These portfolios are an important component in Elevation’s Central Investment Proposition.

BLACKWOOD ASSET MANAGEMENT

Bespoke and exclusive offering – based on industry best practice.

BLACKWOOD Asset Management is a trading name of SORBUS PARTNERS LLP, a limited liability partnership registered in England and Wales with registration number OC378465. Registered address: 41 Eastgate Street, Stafford ST16 2LY. Telephone 01785 50 35 05

SORBUS PARTNERS LLP is authorised and regulated by the Financial Conduct Authority with firm reference number 588466.