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SERVICES AND SYSTEMS
Bespoke
Our core competency is investment management. We implement bespoke investment solutions on a discretionary basis for wealthy families, individuals, and institutional investors. We believe that the plans, investment goals, and risk parameters are unique for every client. Our investment process is designed to most optimally implement the client objectives, and we can dynamically adapt to any changes in circumstance.
Investment Platforms
We use several independent investment platforms to efficiently execute, custody and administer the assets of our clients. Depending on their needs and investment strategy, clients can choose to open their accounts on- or offshore, gain access to private banking services, including Lombard lending or have their SIPPs, ISAs and general accounts managed as one strategy or separately.
Reporting
Clients are able to see their investment portfolio in real time by logging onto their online accounts. Portfolio reporting is performed on a consolidated basis for all assets held with the investment platform and can be used for the appropriate tax reporting, as necessary. We also produce a quarterly report, outlining the investment performance, a quarterly webinar to review major market events, and weekly insights into the world of investing.
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