Fund Management
Our approach and experience of investing over the long term provides the perfect foundation for institutional fund management. We discuss every investment case as a team as it is our fundamental belief that every member offers a unique insight. This creates an environment in which we continuously challenge our investment potential and also to mitigate downside risk. Our speciality of investing in both small and large companies provides us with significant experience of the regulatory environment and managing liquidity requirements.
Who we are
Dowgate Wealth was formed with the belief that sustainable compound returns are best generated from bespoke investment portfolios. We also believe that no client is the same and we must deliver high levels of personalised and on time service. This is contrary to the overly centralised asset allocation approach which has enamoured the asset management industry over recent years. In a world which continues to change, our philosophy allows us to remain flexible to continuously meet our clients’ needs.
Our people
Our team of 11 professionals have over 150 years combined industry experience. This experience covers investments in a range of assets from smaller companies, tax efficient investments, fixed income and international equities. The team has generated superior returns through a number of economic cycles.
What our clients say
“I have worked with the new team at Dowgate Wealth for well over five years. I have complete confidence in the rigour of their analysis, their passion for making top-quality returns and their open-mindedness in adapting to changes in the market place. I could not be more impressed about the ease of joining the new firm, which denotes to me their desire to put the client first and foremost.”
PLC Chairman & PE Investor
"I transferred my portfolio to Dowgate from another major wealth manager in order to take advantage of their far more focussed and individual approach. I look for the support of professionals who properly understand my personal investment aims and then build and actively manage a tailored portfolio of well researched assets. I have known some of the Dowgate team for a number of years and particularly value their exemplary knowledge of the markets they operate within and their enthusiasm and judgement in exploring new opportunities. It is essential to have a wealth management team I can trust who are always contactable, responsive and candid."
Private Investor
"My decision to move from my previous “provider” has been shown to be a very positive one helped by the freshness and efficient approach and service level from Dowgate plus access to a very informative and regularly updated personal Client Asset and Trading Information site.”
Private Investor
"Jeremy has looked after my personal portfolio and that of my company’s pension fund for many years now. He presently has a significant portfolio invested on my behalf. He has served me well. On the strength of his advice and performance, I have successfully introduced him to friends and business colleagues. It is a pleasure to work with him - he listens to what his clients have to say, and yet he is not afraid to discourage investments, which he considers to be doubtful. That said, he always respects our wishes. When I found out that he was joining Dowgate, it was a no-brainer that I should follow him there with my portfolios, and I look forward to more of the same...best of all he, loves cricket!"
Private Investor
Over the last 10 years Ben McKeown has managed a substantial amount of my family’s wealth. I have followed Ben to Dowgate from 2 previous wealth firms. Trust is a big part of any wealth management relationship, and Ben and his team definitely have mine. Ben is an extremely passionate Economist who enjoys investigating companies to try and find quality value and stand out opportunity. The financial performance over the years of our relationship has been very impressive delivering returns over and above any comparable benchmarks. The fund managers role in my eyes is to make sure that the portfolio is well balanced, risk is managed as high priority and my families wealth is preserved for generations to come. Ben ticks all the boxes in that regards. We look forward to a long and healthy relationship with Ben and the team at Dowgate.
Private Investor
Insights
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