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Greystone Clients Celebrate 10 Years Of Global Success


It was ten years ago this week that Altrincham-based Greystone embarked on their investment journey with the launch of the Greystone range of Fund of Funds.



Greystone Clients Celebrate 10 Years Of Global Success

Despite the challenges of global markets over the last 10 years, Greystone Financial Services clients investing in their Global Growth Fund at launch have seen a 100% return or more. With bank deposit rates over the same period averaging a miserly 1% per annum, Greystone’s returns have equated to an annualised investment return of more than 7%.

It was ten years ago this week that Altrincham-based Greystone embarked on their investment journey with the launch of the Greystone range of Fund of Funds; a journey three years in the making.

Some years earlier they had recruited James Menzies, now Investment Director and lead Fund Manager who, along with his team, managed the firm’s Segregated Portfolios (SPs), now known as the Greystone Advisory Model Portfolios.

With the knowledge that their investment process delivered very good returns for clients, the firm decided to go one step further by launching the Greystone in-house investment funds, enabling them to provide a complete suite of investment options with wide diversification and active, day-to-day, investment management.

Chairman of the Investment Committee, Keith Thompson, explained:

“Before launching the Greystone Funds we had to pass through an onerous regulatory ‘machine’.”

"We are extremely proud of this achievement and that our clients feel comfortable in entrusting their savings and capital to our care."
Keith Thompson, Investment Committee Chairman



“During this time we took the opportunity to appoint an Investment Analyst to work with and assist James. We also appointed a formal Investment Committee and this team now provides a wealth of investment experience and knowledge.”

He continued: “After a lengthy process, we were at last able to launch five Greystone Fund of Funds on the 5th December 2005.

“Three Funds were later merged to form the Greystone Cautious Managed Fund, the investment mandate of one fund was adjusted, to form the Greystone Balanced Fund and the Greystone Global Growth Fund remained unchanged, other than in name.”

“Throughout this 10 year period in which the World faced many financial and economic challenges and, at times, extreme stock market volatility, we have continued to pursue the Greystone Wealth Management active investment philosophy.

“We are extremely proud of this achievement and that our clients feel comfortable in entrusting their savings and capital to our care.”

To find out more about the Greystone Investment Funds please visit the website: http://www.greystonefs.co.uk/margetts-greystone/funds/




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Greystone Financial Services

Financial Services and Investments


Greystone Financial Services is an integrated wealth management group comprising financial planning and advisory services, and in-house fund management. We are a Chartered, Top 100 IFA firm, currently managing over 1 billion of assets on behalf of our clients. Many of our advisers and Directors have been with the firm since its inception in 1989. Greystone Financial Services is an extremely stable business, having adopted the recurring incomefee based operating model as far back as 1995.






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