We offer a comprehensive and sophisticated service that is tailored to meet your individual investor requirements. Before we accept a mandate from a new client we establish the purpose and time horizon of the funds you have available for investment. Thereafter, we like to meet you on a regular basis to review performance, investment objectives and associated risk profiles.
We provide you with a detailed quarterly investment report that includes a valuation and asset allocation, a measure of performance and its attribution, a reconciliation of cash movements, and a market commentary. At the end of the tax year we provide a full range of tax schedules that enable annual Tax Returns to be completed with a minimum of fuss.
We offer the following range of investment services: