Investment Management

Discretionary investment management

We find that many of our clients are too busy in their personal and professional lives to concentrate on the efficient management of their wealth. It is also often the case that our clients do not possess the necessary knowhow required to successfully scan the financial markets and keep abreast of the ever-changing regulations from one jurisdiction to the next.

To help our clients address these issues, we present a discretionary investment management service that turns over the responsibility of the management of assets to our dedicated and capable team of financial professionals.

Dedicated professionals

As our client you are provided with unrestricted access to a dedicated account manager who is responsible for the overall management of your account.

Under consideration of your investment preferences, your account manager will provide recommendations on how to optimize your investment portfolio based on continuous assessment of the market at large and how fluctuations are likely to affect performance.

Your investment portfolio

As a lead provider of financial management services, we believe it is our duty to meet the individual demands of each client as opposed to merely offering off-the-shelf products. We strive to deliver a service around that which matters most to the lives of each client under our care.

We work hard to gain a deep understanding of what you wish to achieve from your investments and how much risk you are prepared to assume in order to realize those achievements. Only when we have sufficient information about your circumstances are we able to create an investment strategy that aligns with your aspirations and your future and that of your loved ones.

Your investment strategy will consider your beliefs as a person and your objectives as an investor. Our recommendations will be based around investments that you wish to avoid, or indeed be concentrated on investments that you are comfortable with from an ethical perspective.

Meeting your expectations of us

From the outset we provide clients with a number of expectations that they can use to judge our performance. Through our experienced and disciplined investment management we seek to deliver absolute returns over the medium-term with a specific focus on your demands of us.

Your investment manager will provide regular commentary of how he or she sees the shape of your portfolio as markets move and your priorities evolve over time. Your investments will be monitored to ensure that progress remains aligned with your requirement in the short-term and adjusted where necessary to maintain direction towards achieving your longer-term objectives.

Financial Planning

Financial Planning

Helping you to make the most of your wealth and to ensure that the beneficiaries of your wealth receive what they are entitled to.
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Tax & Trusts

Tax & Trusts

Making sure that investments are tax efficient and that your wealth is distributed to those you want it to benefit.
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Investment Process

Investment Process

Our well-defined investment process is a fundamental driver of the success we provide, which we believe is fundamental to the success of our clients.
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Contact Us

Contact Us

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