We believe no two clients are the same and there is no single solution for investment management. Therefore we offer three core services:-
Discretionary
We take the investment decisions, based upon an overall strategy agreed with the client.
Advisory
We recommend what investment decisions to take, but agree any changes with the client before we act.
Restricted Advisory
We offer a Restricted Advisory Service to clients seeking an alternative solution to Money Market Deposits, given low rates of interest in many major currencies.
Safe Custody
We hold client investments via our nominee company and take care of all the attendant paperwork and processing such as collecting dividends and attending to scrip and rights issues, but do not offer investment advice.
Whichever solution is chosen we will discuss it with the client first to establish our agreed responsibilities. We will also provide regular reports to enable our clients to track the performance of their investments..
Income
Income from your portfolio can be reinvested or paid directly to your bank account on a quarterly basis. Alternatively, we can pay fixed monthly or quarterly standing orders from your investment account.
