Wealth Management

For our clients whose main interest is the investment of assets and management of established wealth we provide a range of advisory services. These include:-

1. Analysis of objectives and aspirations of the client in terms of sources, timing and application of wealth.
2. Establishment and agreement on the degree of risk and volatility a client is prepared to accept.
3. Creation of a “Spread Structure” as a framework within which client investments will be placed.
4. Selection of funds from the sectors that make up the structure.
5. Regular management reviews providing valuations, comparison charts and checks that the portfolio meets the original plan.
6. Portfolio rebalancing when portfolio development causes deviation from an agreed plan.

The efficiency of any wealth management plan is likely to depend to some degree on awareness of tax implications and the methods and controls required to ensure minimum tax costs. Our advisers provide the skills and experience needed to guide clients in this area.