The value of investments and any income from them can fall and you may get back less than you invested. Past performance is not a reliable guide to future performance. Your investment may be affected by changes in currency exchange rates.
Making the most of your wealth
For many of us, our ambition for our money is simple – to make the most of it. Working with wealth manager who can make the day-to-day investment solutions in your interest is one part of that. We appreciate that being able to trust you are in the right hands is about more than technical skill – it is also about personal understanding.
Whether you are clear on your financial priorities or feel you need pointing in the right direction, we can help you plan and structure your finances. We help our clients with retirement, estate and succession planning.
Our aim is to make you money work as hard as it can for you, within your risk profile and time objectives. This means investing your money across a selection of assets that are right for you and enable you to balance risk and return in a sophisticated way.
Staying on track
Life rarely stands still. Priorities shift, circumstances change, opportunities come and go, and plans need to adapt. Regular discussion is the key to keeping on top of things. We will work with you to adapt your plans when things change, to keep you on course for your destination.
Keeping you up to date
You will receive regular reports on how your portfolio is progressing. We will send you detailed valuation reports and an end-of-year tax schedule to help with your tax return. Through your investment manager you can access a range of investment information as well as ideas and opinions that will inform and stimulate your own wealth thinking.