Savings and investments
With the right financial advice, you can make your money work harder and achieve your goals.
Invest your money wisely
We offer advice to clients who are looking to manage their investments in a private office. We help you find the right investment team and manage the investment/fund managers on your behalf. This is often at a cost equal to, or lower, than your existing arrangements. This service is particularly useful for trustees and high earners who might not need the full family office infrastructure, or investors who prefer to use a range of investment managers for added diversification.
How we invest
The needs of each client are often complex and diverse. For this reason, we do not select investments from a predetermined shortlist. Instead, we offer investment solutions from the whole of the market. This means that when investing under our advice, you can rest assured you are getting a best-in-class portfolio.
Creating an investment portfolio is only half the story. More importantly, is how do you ensure that it remains suitable for you and continues to perform ahead of the pack? We believe that having a robust governance process is vital to mitigate risk and maximise return over the long term. This is why our quarterly reporting considers:
Review of client’s full balance sheet across all assets and providers
Profit/loss over the quarter from each asset/provider
Performance vs peer group
Performance vs benchmark
Impact of quarter performance on long term plan/forecasts
Investment suitability and any adjustments required.
The value of pensions and investments and the income they produce can go down as well as up and you may not get back the full amount that you originally invested.
Contact us
Our team is here to answer your questions. Get in touch today.
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