About Us
The Stonewood Wealth and Investment Group is an integrated investment, wealth management and holistic financial planning business, focused on providing uncomplicated, transparent and cost-efficient global solutions to all our clients.
The group was founded in 2011 and has assets under advice and discretion in excess of £1.4bn across a large and growing client bank.
The principles that guide us are to act as the trusted advisor and to take a seat at your table with the aim of providing investment solutions tailored to your risk profile.
We are independently owned and managed, which means we are accountable only to you, our client. We have representative offices in the United Kingdom and in South Africa.
Investment Philosophy
Our investment philosophy is the foundation of our ability to generate value for our clients. It guides all of our investment decisions and is rooted in the principles of identifying value, implementing a reliable and repeatable process, and having access to global investment opportunities.
Our approach centers around a well-established investment philosophy and structured investment process, which form the basis for consistent and repeatable decision-making. Our primary objective is to safeguard our clients’ capital while targeting real returns. We strive to protect capital during market downturns and keep pace with market performance during upswings.
We employ a diverse range of asset classes in constructing individualized portfolios for our clients. We also incorporate alternative asset classes, where appropriate, to augment diversification and increase portfolio returns.
Our approach centers around a well-established investment philosophy and structured investment process, which form the basis for consistent and repeatable decision-making. Our primary objective is to safeguard our clients’ capital while targeting real returns. We strive to protect capital during market downturns and keep pace with market performance during upswings.
We employ a diverse range of asset classes in constructing individualized portfolios for our clients. We also incorporate alternative asset classes, where appropriate, to augment diversification and increase portfolio returns.