Asset Management

An overall investment strategy is individually tailored to meet each client's specific objectives and is constructed in line with their attitude to risk. Whether clients are looking for their assets to generate income, maximise growth or a combination of the two, our independent technical team will research the market place to source suitable investments. Due to the technical ability of our team and our prominence in the market place we often have access to innovative alternative investments as well as more traditional investment vehicles.

As part of the overall management of a client's assets we may appoint a discretionary fund manager. Prior to any recommendation a member of our team will have thoroughly researched the investment house concerned and interviewed the fund manager responsible for managing our client's funds. Our clients also have access to their recommended manager/s and a client/manager meeting may form part of the recommendation and ongoing review process.