Our approach is simple: We offer informed, objective advice based on your aspirations and calibrated against the level of risk you are comfortable with.

We create a bespoke portfolio to meet your requirements. We recognise that everyone has their own preference as to how they wish their money to be managed, so we allow you to choose precisely how involved you are with the daily management of your assets.

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Discretionary Portfolio

 

• Our investment process defines the structure of these portfolios, but the day-to-day management is given to your personal investment manager.

• This is the choice for clients who wish to delegate all investment decisions to someone else.

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Advisory Portfolio

 

• Maybe you prefer to be more involved with both the investment strategy and the daily decisions.

• Your investment manager will have an understanding of your objectives and sensitivity to risk, and will match investment ideas accordingly.

• No transaction will be executed without your prior agreement.

 

Execution Portfolio

 

• This enables you to retain full control over your investments by making use of our dealing and custody service Portfolio management for:

       Private clients                                                 Charities

       Entrepreneurs                                                 Companies  

       Institutions                                                      Corporations      

 

                      

 

 

 

 

 

 

 

 

Risk management

Risk means different things to different people. We therefore make sure we define what risk means to you and fully understand your attitude to risk within our guidelines. This helps us to manage your portfolio in a way that feels comfortable to you.

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We manage risk by:

Listening to you. We take time to thoroughly understand your attitude to risk in different situations, and manage your portfolio accordingly. Keeping in touch. Your attitude to risk might change over time. Regular contact allows us to make sure that we can keep up to date with any changes in your outlook or situation. We will keep you updated as frequently as you wish, in whichever way is most convenient for you.

Using the right tools. We use a number of risk monitoring tools to try and ensure your portfolio is managed according to your expectations.

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Corporate Management

Time is rarely on your side when you’re running a business. It takes commitment, hard work, determination and perseverance to succeed. So when it comes to the businesses’ finances, and indeed your own, you could probably do with a helping hand to ease the pressure and keep things running smoothly.

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Without the right help, financial planning for yourself and your employees can quickly become neglected and sometimes completely overlooked. Effective planning is key, especially as your business grows and the finances start to become increasingly complex. 

 

We can help you put the right plans in place. Plans that will help to build your financial security over the longer term. Running a business can be stressful. We will ease some of the pain with our range of services designed for the corporate world.

 

Wealth Management

It is the process of thinking and adapting to new realities. Investing is just one part of good financial management.  Before making any recommendation, we carefully think through the issues and how a decision in one part of a plan will affect other parts.

We begin with a conversation, about you. What brings you here? Where are you now? Where would you like to be? What are your dreams?

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We then use a structured process to understand your tolerance for uncertainty and your desire for growth. We discuss risk and how it is different from market volatility. We learn about how you think and how you act in making investment choices.

Our plans are goal-oriented. We go through a financial needs assessment, a budget, anticipated major events and possible risks. We look at your assets and obligations now and where they could be in the near future.  This information helps us to determine if and how you may reach your desired goals.

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