Investments

Horizon Investments (Jersey) Limited

Horizon Investments offers a diverse range of products, centred around the overriding objectives of capital preservation and wealth enhancement. We also specialise in the structuring of bespoke investment solutions to meet the individual goals of our clients.

We manage discretionary portfolios for both private and institutional clients.

The company is licensed to transact business under the following Investment Business classes:

• Dealing in Investments
• Managing Investments
• Giving Investment advice

Horizon’s investment philosophy is to protect and enhance our client’s wealth by optimizing exposure to several diversified  asset classes through a number of ‘best of breed’ fund managers.

Horizon was a pioneer of multi-asset class investing, which follows the theory that an equal weighting to hedge, fixed income, equity and property will, over the long term, generate consistent returns with low levels of volatility and risk when compared to traditional balanced portfolios.

Investment Commentaries

Our investment commentaries are provided to all clients quarterly, however for your convenience these can be downloaded. They are saved in an Adobe acrobat format and should you require this application it can be downloaded free from Adobe's Website.

Product

Discretionary Portfolios (Minimum £500k)

• Horizon Aggressive Growth Portfolio
• Horizon Conservative Growth Portfolio
• Horizon Cautious Managed Portfolio
• Horizon Global Property Portfolio
• Horizon Multi Hedge Portfolio
• Horizon Global Equity Portfolio
• Horizon Global Bond Portfolio
• Horizon Bespoke Services
• Execution only
• Advisory

Client service

• Designated Relationship Manager - 24 hour access
• Dedicated ‘back office’ support team
• Quarterly valuations
• Full end of year tax reporting
• Provision of ‘market commentary’

Contact

Mark Rondel +44 (0)1534 868214
mark.rondel@horizongroup.net
Ross van Geest +44 (0)1534 868203
ross.vangeest@horizongroup.net