Proactive and measurable investment management
We are authorised and regulated to manage any type of investment on a worldwide basis. This provides unrivalled service and opportunity for our clients. We are one of only a small number of firms to hold Chartered Status which allows our clients access to some of the leading investment professionals in the country.
All of our clients work on a one-to-one basis with their private investment manager. We communicate on a quarterly basis to provide an update regarding performance in relation to forecast, and highlight any new opportunities that have arisen. This investment management technique ensures full transparency for our clients at all times.
All of our investment management is undertaken on a proactive basis to ensure that our clients exacting requirements are met.
Investment management process
Our investment management process encompasses the elements listed below. Please click on the area of interest to find out more about our unique service.
- Assessing investment requirements
- Rating your current portfolio
- Appraising your attitude to risk
- Investment wrap account
Additional investment management considerations
In addition to the management factors detailed above our investment management process takes account of additional factors such as inheritance tax, tax on investments and bloodline planning. To find out more about these elements please click on the following link >Investment considerations.