First Point Asset Management is an Investment Services organisation opening its bespoke multi-asset investment solution capability to financial planners, accountants & the broader public via access to the First Point Managed Accounts (FPMA) specifically tailored to client requirements.

Our goal is to meet investors objectives by providing a robust investment framework via actively managed & professionally run portfolios that combine all attributes known to deliver value ranging from high-level top down macro analysis to bottom-up stock picking. The Investment team brings over 80 years’ of combined experience across investment research, asset allocation, portfolio construction and investment governance to provide a robust bespoke investment solution and add value to clients.

Our Portfolio Objectives are to produce long term returns and volatility levels consistent with the stated risk profile of the portfolio via investment in active managers with an active asset allocation overlay that is expected to produce returns in excess of equivalent passive market benchmarks over the longer term.