Berry core values

We are committed to providing the highest standards of service and investment management solutions to our clients.  Our core values are central to our business and our relationships.  It is how we do business with each other, our clients and their trusted advisers.

Expertise

Our investment team is both expert and experienced and our clients therefore benefit from an investment capability which matches that offered by the largest asset management firms, but coupled with the greater care and attention that a smaller, independent firm is able to offer.  Our senior investment managers typically have more than twenty years' investment experience and have spent significant parts of their careers working for major institutions including Skandia, Invesco, HSBC, Close Brothers, UBS and Cazenove.  Our team has been through several stock market cycles, learning valuable lessons and insight to the behaviour of assets in a wide variety of market conditions.  This experience is vital in negotiating what is still one of the most challenging periods in economic and stockmarket history. 

We cannot influence market sentiment, but we can provide our clients with the certainty that we have the expertise and long experience to guide them through challenging times.

Transparency

We are open and fair in all of our dealings with clients and also our own colleagues, always seeking to work in a completely transparent and honest manner.  We measure our performance against independent benchmarks and our formal valuation reports have won industry awards for quality and clarity. Our fee structure is straightforward and easy to understand with no hidden charges.

Service Quality

We marry a contemporary approach to managing money with the old fashioned values of high quality client service. Our clients delegate to us the responsibility to manage their investments, and we never forget that we are entrusted with their hard earned capital.  Effective communication is one of the most important aspects of our service. We understand the need to provide advisers and clients with accurate and understandable information about their investment portfolio, in a timely manner. This enables the client or adviser to make informed choices about investment performance (both recent and historic) and whether or not the agreed objectives and aspirations are being satisfied.