How we work with Individuals and Family Offices
We spend as long as it takes, at a senior level, with individuals and families to understand their personal financial needs and objectives. We are able to do this by limiting ourselves to relatively few but very wealthy clients. We create bespoke multi-asset class investment portfolios by:
- Creating strategic asset allocations tailored to the income requirements and risk appetite of each client or pool of money.
- Enhancing performance by making tactical adjustments according to prevailing market conditions.
- Appointing talented third party investment managers to further improve performance.
We provide a full discretionary investment service including administration, portfolio valuations and reports.