Welcome to Crossing Point
where money meets intelligence

Crossing Point is a discretionary investment management company bringing together the best of academic analysis and investment expertise to create innovative and unique investment solutions.

Our distinctive investment strategies are designed to meet a range of varying investor requirements whether that be risk controlled decumulation, capital growth, ethical ESG investing or natural dividend income. Each strategy has several different risk-based portfolios to use either exclusively or as part of a larger asset allocation.

Our Unique Trend-Following Strategy

Our Guardian strategy aims to offer the benefits of global stock market growth while also managing downside risk through the use of trend-following strategies. A combination of varying average stock price movements can, when rising, signal a buy opportunity or, when falling, can be a signal to sell.

Trend-following strategies have been shown to significantly reduce volatility and maximum drawdowns, while providing consistent capital returns. Our sophisticated algorithm represents the best in modern investment philosophy and delivers on cost, accessibility and performance.

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How did the Guardian Portfolios perform during the 2020 coronavirus crisis?

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We analyse the movement of stock market prices over differing time periods in order to decide if a market has rising momentum and should be bought or falling momentum and should be sold.
Tomiko Evans Chief Investment Officer

Tomiko Evans

Chief Investment Officer
Crossing Point’s Guardian portfolio is changing the direction and expectation of investment management. We hold equity assets to capture upside growth but use tactical trading to protect portfolio values from downside losses.
Prof Mike Buckle Investment Manager

Prof Mike Buckle

Investment Manager

Our outcome focused investment strategies

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Guardian Portfolios

Guardian portfolios hold equity assets to capture upside growth but use tactical trading to protect portfolio values from downside loses.

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Green Path Portfolios

Our Green Path ESG strategies allow investors to take a positive approach to sustainable investment. Investors can have both profit and principles.

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Foundation Portfolios

We offer a low-cost, long-only investment strategy that utilises the same low-cost index tracking funds held within our Guardian portfolios.

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Heritage and Heritage Dividend Portfolios

Heritage investment trust portfolios provide superior returns and consistent dividends with greater diversification and range of holdings.

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Our investment portfolios are available on the following leading platforms

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6 reasons to trust Crossing Point with your investment mandate

Our fees are only 0.25% plus vat on all of our portfolios

We keep our costs down in order to provide you with exceptional service at reduced management fees. We access capital markets through low-cost index-tracking funds and investment trusts and monitor the available funds regularly to ensure that our selected funds have both favourable returns and low fees.

Portfolio costs and charges Full list of strategies’ costs and charges
At Crossing Point, we believe high performance does not have to come at a high cost. An efficient, modern, rigorously tested approach allows us to deliver our service in a transparent, highly competitive package.
Tomiko Evans Chief Investment Officer

Tomiko Evans

Chief Investment Officer
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How did the Guardian Portfolios perform during the 2020 coronavirus crisis?

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Why are Guardian portfolios the most suitable for drawdown clients?

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How has the Heritage portfolios performed over the past 5 years?

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Discover today how Crossing Point's range of portfolios can provide your clients with strong, consistent risk-controlled returns.

Our Latest Investment News

monthly portfolio update

Market review and outlook
July 2020

The past six months have brought changes to the way we live, work, socialise, and communicate which at the beginning of the year would have been inconceivable. We have also sadly lost too many too ...