Strategy

The Synergy Partnership was formed primarily because access to information continues to be the single most valuable commodity to be traded in today’s fast moving investment world.

The “world-wide web” (www) has become the preferred method of distribution for the majority of organizations handling regular flows of data, whatever the type.

However, in our opinion, nothing can or will replace the need for face-to-face human interaction to enable important decisions to be made and therefore, we continue our policy of regular visits to both ends of our supply chain. We have an enviable reputation for successfully bringing selected “niche” investment funds to the intermediary market worldwide. Whilst always seeking additional diversity, our plans offer new concepts, exposure and ideas to our clients and their investors, as we continue to monitor closely our existing offerings to ensure that they perform up to expectations.

The main platform for our being in a position to do this is based on the “exclusive” nature of all the Distribution Agreements we negotiate and have in place with our Principals. We listen to the markets - filter and refine the information, then use it in a simple fashion to formulate a new (or even repeat) cycle to the direction we may take for marketing each fund.

We are proactive and seek the emergence of trends in divergent Asset Classes, which will provide future opportunities for growth relative to acceptable Risk Management criteria, at the right time. This means that the selection process is carried out in a very controlled manner at outset and reviewed periodically to determine whether the original reasoning behind each recommendation is still valid. The need for Corporate Governance is something upon which we place a high regard. In line with this we have developed a process, which utilizes the checks and balances normally associated with fundamental data gathering and assessment together with the knowledge and intuition we have gained over many years for managing the real and perceived expectations of Investors and their Advisors.

Lastly, our commitment to friendly, efficient and personal service, in the quality of access and advice we provide in a world of increasing mediocrity, is what makes us unique and gives us the “edge” you need.