Investment Process

It is key for you, as a client of Gemini Asset Management, to understand the process that we undertake when investing your money be it within a pension, ISA or other investment vehicle.

Our process follows a strict four-stage procedure:

  • Attitude to Investment Risk Analysis
  • Creation of a personalised ‘Asset Allocation’
  • Fund selection in line with your Asset Allocation &
  • Regular monitoring & reporting

Further details of each stage are available upon request.

The value of investments may go down as well as up and you may not get back as much as you invested

Gemini Asset Management Ltd is Authorised and regulated by The Financial Conduct Authority. Registered in England & Wales No. 9212514. Registered Office: Gemini House, 71 Park Road, Sutton Coldfield, West Midlands B73 6BT. The guidance and/or advice contained in this website is subject to regulatory regime and is therefore restricted to consumers based in the UK.
The Financial Conduct Authority does not regulate Tax planning.

Why not give us a call on our freephone number?

0800 255 0123