WEALTH MANAGEMENT

• Investment Advisory

  • We advise on and customise each client’s portfolio allocation, to develop an investment strategy tailored to meet specific investment objectives and risk profile.
  • Our advisory service allows clients to retain control of investment decisions, backed by professional advice, based on best-in class research and products
  • To maximise the potential for growth across the portfolio, we take a holistic approach. We constantly analyse and re-evaluate the market, and look to the future, so that we can guide clients on the right strategy to maximise returns across the portfolio, whatever the market conditions

• Discretionary Management

  • Our discretionary service allows clients to establish their own bespoke separately managed account, while still retaining an active involvement in the evolution of a chosen portfolio
  • We provide a comprehensive and tailored asset allocation service. We also ensure and continuously monitor that the risk controls continue to comply with the specific risk/reward strategies established during the construction of the portfolio

• Risk Management

  • We measure investment risk in terms of historic market volatility. More volatile assets offer greater opportunity but have a greater risk. Combining asset classes and investments with different volatility characteristics enables us to reduce risk, whilst maximising your returns.

• Fee Monitoring

  • Cost management has a material impact on investment returns. We serve as a link for clients with custodian banks to ensure the cost of investment products and banking services are controlled and minimised.