BECAUSE WE BUILD SOLID FOUNDATIONS
We take a collaborative approach to building and reviewing each portfolio – ensuring the investment committee we have selected is both highly qualified and focused on putting you first. Their mandate is to deliver the cumulative wealth of the global markets, while mitigating unnecessary expenses and risk. For a long-term outcome that aligns with your goals, they will develop an investment solution that’s cost-effective, transparent, well-diversified and based on best-in-class financial evidence.
WE GIVE YOUR PORTFOLIO THE EDGE
We design and manage strategies for our high net worth investors, structured around pursuing these factors, which are backed by data and cost-effective to capture in diversified portfolios.
This doesn’t mean chasing unrealistic returns. Rather it’s about building a consistent, above average edge for your portfolio, without the high risks normally associated with increased returns.
Much of what we know about expected returns in the equity and fixed interest markets can be summarised in these dimensions.
WE FIND OUT WHAT MATTERS MOST TO YOU
Before we work with you to develop a financial plan and investment strategy, we like to take the time upfront to understand your goals and lifestyle.
These are some of the questions we will ask in order to better understand you as an individual;
WE SUPPORT OUR CLIENTS
When it comes to investment and financial advice, one size definitely does not fit all.
Instead we tailor our proven approach in different ways to suit your needs.
Here are a number of the solutions we have provided to clients.
An accountant and her partner needed a solution that would grow and protect her father's substantial estate
The client wanted a conservative portfolio, while enjoying a certain level of income. We took a balanced view of this case: putting in place a well diversified portfolio that provided the desired income at a risk level they were comfortable with, while mitigating much of the risk over the lifetime of the investment.
A business owner needed a succession plan to assist his pending transition into retirement
After much discussion with the client, we were able to draw a picture of what he wanted retirement to look like. Once we knew how much capital was needed to achieve this, it was a case of ensuring the business was positioned to release that capital – in the form of a partner buy-out.
A barrister wanted advice on accumulating wealth for the long term
Fresh from a divorce, this client had a high income, but was lacking a lump sum to invest. After some budgeting advice, a plan was implemented to build his net worth by investing considerable regular amounts into a diverse portfolio.
A charitable trust required advice on investment governance and the implementation of an investment process
This trust had seen numerous advisers over the years but still lacked governance in the form of a decision making process. The way forward was to put in place a system as an ongoing guide, which the trustees could use to set tangible goals, measure and hold to account those who manage assets of the trust.
A widow approached us for some much needed estate-planning advice
This was made more challenging by some considerable property ownership issues. We restructured her investments to reduce risk, while giving her greater certainty for her future.
A high net worth banker wanted a second opinion on his family trust assets
We recommended a new investment strategy to halve his risk without compromising the future needs of his family.