Helen Watson

Provides financial advisory services

RCWM-UK is an active manager that focuses on the preservation of capital and the achievement of real returns over the economic cycle. They do not seek to follow or replicate any benchmark or index in managing portfolios. The firm builds portfolios from the bottom up and is a combination of directly held securities and third-party funds. RCWM-UK invests in assets that they expect to produce inflation-beating returns over the long-term and in assets that seek to provide genuine diversification, which they believe will help avoid large losses. The firm does not have a fixed allocation or any mandatory or target allocation to any specific asset class.

Morgan Stanley PWML is an active manager which provides custom-tailored financial solutions and a level of sophistication and access to expertise and investments typically reserved for large corporations, financial institutions and governments. The firm's dedicated team and wealth management specialists work with clients to construct, implement and monitor the asset allocation strategy to help them achieve their objectives.