Our approach to managing money
We are mindful that our clients have spent a long time working hard to create their wealth. With this in mind and where appropriate, the aim of our investment approach is focused on preservation of wealth being just as important as wealth creation. Adopting a long-term view, we build lasting relationships with our clients so as your life changes, our advice will change, as will our investment solutions.
Wealth preservation
Clients have spent a long time working hard to create their wealth. Our aim is focused on preservation of wealth being just as important as wealth creation. This establishes a platform to generate upside returns.
Client-centric focus
We manage client’s wealth on a bespoke & personal basis, meeting their needs now and into the future, whilst providing a high service level. Our clients are the heart of our business and receive 100% focus.
Longevity of advice
Bespoke approach
With the help of the team at Raymond James, we can invest in a wider range of investments. This allows the investment process to be bespoke to the client’s needs but also agile in its approach.
Assessing risk
Before commencing any relationship and service, all clients must complete a Client Investment Profile and Risk profile.
The risk profile exceeds usual psychometric standards for validity and reliability by adding other dimensions and common sense approach to your needs and requirements.
Risk is broken down into three parts:
Risk tolerance
Capacity for loss
Risk required
Keeping you informed
- Regular face to face meetings
- Investor Access* (secure online access to view your portfolio and the last two years transactions)
- Quarterly valuations as a minimum
