Wealth Management & Investment Insights – October 2019
How markets have performed (to end September 2019) The third quarter as a whole was positive for most assets, however a series of economic, political…
Read moreHelping you define the purpose of your wealth, understanding everyone’s roles within the family and creating a decision making framework to establish a long term strategy
Ensuring all your family’s advisers have the information and insights necessary to make informed and effective decisions
Taking day to day responsibility for the management of your family’s investment portfolios with discretion and making changes where appropriate
Advising you on the day to day management of your investment portfolios
Ensuring appropriate advisers are identified and sought to meet your family’s individual needs with an analysis of fees and any cost savings that could be achieved
Reviewing all global custody providers in order to identify a provider that meets the specific need of each client or family
Offering sophisticated reporting software, with online capability, that allows you to see all your assets consolidated in one report
Our experienced back office team double checks all entries posted by custodians, ensuring no errors and overcharging of fees
With an experienced team of relationship managers looking after a small number of clients we are able to deliver the highest levels of personal service to you
How markets have performed (to end September 2019) The third quarter as a whole was positive for most assets, however a series of economic, political…
Read moreWealth management and luxury lifestyle media brand, Spear’s, has updated its annual Indices covering the “very best professional services to the high net worth audience”.…
Read moreHow markets have performed (to end June 2019) The second quarter continued the upward trend of markets set by the exceptionally strong start to 2019,…
Read more