Helping your money to work harder
It’s important to make the most of your hard earned money, whatever your current financial situation.
By speaking to one of our professional advisers, we can help you to understand your options, and map out a suitable investment plan, regardless of your earning power, age or bank balance.
Our team of professionals operates from a worldwide investment platform which is supported by strong intelligence, in-the-moment market and performance analysis, and has links with eminent partnerships in strong geographic locations around the globe.
We operate on a ‘discretionary management’ basis, whereby you delegate the management of your investments to one of our experts. Based on your risk profile, they will then take one of the following approaches:
Full Discretionary Outsourced: A bespoke portfolio will be constructed from all appropriate assets and managed dynamically on an ongoing basis. This is outsourced to a qualifying fund management group or approved portfolio manager.
An assessment with one of our professionals will help us to establish your risk appetite and objectives.
Note: Investments and their income can fall and you may get back less than you invested.