Authentic Portfolios™

At Wells Gibson, we want you to enjoy a successful investment experience and believe investing should be guided by decades of empirical evidence.

Authentic PortfoliosTM means a sensible, systematic approach to investing which starts with four enduring beliefs….

Creating your authentic portfolio

Enjoying a successful investment experience depends on five practical imperatives.

Portfolio structure

Select the right assets and blend

Diversifying broadly

Invest across assets, sectors, and regions

Managing financial costs

Remain systematic and minimise taxes

Managing emotional costs

Stay disciplined and
don’t waver

Portfolio maintenance

Rebalance the asset
mix regularly

Staying evidence based

Every investment recommendation we make is based on empirical evidence, and as part of this professional commitment Wells Gibson is a member of the Evidence Based Investment Solutions Group (EBIS).

EBIS is an informal group of 10 like-minded firms across the UK who meet several times a year to share best practice and create a “pool of wisdom” that benefits their clients.  Formed in 2008, the 10 firms look after more than £500M of investable assets for their clients and have developed common investment processes and portfolios. 

EBIS itself does not provide investment advice; member firms provide this under their own FCA permissions.