Astute Investment Management

Whether you’re a seasoned investor or making your first strides towards growing your wealth, our funds can help you achieve your goals.

Making the most of your wealth

At Astute, we believe investment management should support your life goals, not complicate them. That’s why our approach works hand in hand with your financial plan. Led by Chief Investment Officer, Dr Scott Osborne, our dedicated in-house investment team carefully manages the Astute Investment Management (AIM) funds.

These funds are designed to fit seamlessly into your broader financial plan, aiming to deliver steady, risk-adjusted returns that keep up with inflation over time. Your financial planner will take the time to understand what matter most to you: your goals, your timeframe, your comfort with risk, and how much flexibility you have if markets fall. This will help to determine the appropriate level of risk for you.

Using this as a guide, our investment team actively manages a diversified mix of global investments using shares, bonds and alternative assets. They draw on decades of data, whilst also keeping an eye firmly on the future. The team is focused solely on managing these funds, this isn’t an add on to their job or a secondary task.

It’s what they do, every day, with care and attention. We do the worrying in the background, so that you don’t have to. That way, you can focus on living the life you’ve planned for, with confidence.

Choosing your investment path



Our tiered investment options are designed to suit a range of goals and attitudes to risk, helping you choose a direction that matches your priorities, timeline, and aspirations.

Our investment committee



The world of finance is ever-changing, but putting your faith in an expert team can provide much-needed reassurance.

Astute’s investment committee, led by Chief Investment Officer, Dr Scott Osborne, meets regularly to discuss important changes in the market. The committee is responsible for oversight of performance and risk, always with the goal of delivering value for money for our clients.



Insights



The better you understand the world of finance, the easier you’ll find it to make sound financial decisions. Get all the latest news, views, commentary, and analysis here.

View all insights
Gifting Your Home To Avoid IHT – A Costly Mistake?

‘If my house is going to be subject to Inheritance Tax anyway, why not gift it to my children now and take it out of the estate?’ This is one of the most misunderstood and poorly executed estate planning strategies. In this video, we walk you through the main pitfalls, explain when this approach does and doesn’t work for Inheritance Tax planning, and highlight the risks, including the loss of control, that are often overlooked and could cost you far more than you expect.

Trump and Iran – Why We’re Not Worried

Over the weekend, we saw events escalate in Iran and across the Middle East. In this video, our Chief Investment Officer, Scott Osborne, sits down with Jessica Creasey to discuss developments, including the implications for oil prices and ultimately, why our investors shouldn't be worried. 

How to Avoid the 60% Tax Trap

If you earn over £100,000, you could be paying an effective 60% tax rate, without even realising it! It’s a stealth tax, not writ large in HMRC’s tax tables, but triggered by the quiet withdrawal of your personal allowance. In this video, we’ll explain how this hidden rate works, how to find out if you may be impacted, and, most importantly, what you can do to avoid it, changing a 60% tax rate into 60% tax relief!

Astute Private Wealth
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