Our investment approach
This is how it works
We offer a suite of portfolios that provide general investment opportunities with a high degree of diversity, as well as a mirroring selection offering ESG options.
We run a number of in-house portfolios based on a systematic and evidence-based formula. While our portfolios mainly consist of passive funds, they have specific in-built tilts designed to outperform the market. We rely on the markets rather than guesswork and we’ll show you the data so you can make up your mind yourself.
Working with us
Our investment-focused team helps us maintain control of our core investment proposition. Their expertise gives us confidence that we’re providing you with robust ongoing governance over investments and helps us deliver regular updates to clients.
Ultimately, our portfolio has been designed to be efficient, globally diversified, and extremely low-cost. Our investment programme provides disciplined, market risk factor-based, low-cost model portfolios to every client.
Murphy Wealth is authorised and regulated by the Financial Conduct Authority. FCA number: 747648. Registered in Scotland. Company number: 445032. Registered office address: Sutherland House, 8th Floor, 149 St Vincent Street, Glasgow, Scotland, G2 5NW.
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