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Portfolio management

Good investments should come as no surprise

Our approach is simple. We offer informed, objective advice based on your aspirations and calibrated against the level of risk you are comfortable with. We create a bespoke portfolio to meet your individual requirements.

We provide our clients with access to international financial markets, and ensure that any investment strategy is not burdened by US tax limitations wherever you reside. We recognise that everyone has their own preference as to how they wish their money to be managed, so we allow you to choose precisely how involved you are with the daily management of your assets.

We provide US and UK tax reporting and take into account currency exposure, regulatory constraints and lifestyle requirements.

Discretionary Portfolio

 

  • Our investment process defines the structure of these portfolios, but the day-to-day management is given to your personal investment manager.
  • This is the choice for clients who wish to delegate all investment decisions to someone else under the terms of an investment mandate.

Advisory Portfolio

 

  • Maybe you prefer to be more involved with both the investment strategy and the daily decisions.
  • Your investment manager will have an understanding of your objectives and sensitivity to risk, and will match investment ideas accordingly.
  • No transaction will be executed without your prior agreement.

Risk management

Risk means different things to different people. We therefore make sure we define what risk means to you and fully understand your attitude to risk within our guidelines. This helps us to manage your portfolio in a way that feels comfortable to you.

We manage risk by:

Listening to you. We take the time to thoroughly understand your attitude to risk in different situations, and manage your portfolio accordingly.

Keeping in touch. Your attitude to risk might change over time. Regular contact allows us to make sure that we can keep up to date with any changes in your outlook or situation. We will keep you updated as frequently as you wish, in whichever way is most convenient for you.

Using the right tools. We use a number of risk monitoring tools to try and ensure your portfolio is managed according to your expectations.