Investment Services

Under the current regulatory regime it is also vitally important to understand key elements such as your “attitude toward risk” and “capacity for loss” and the timescales over which you are looking to invest as these will significantly influence the areas in which you invest, the potential returns achievable and managing any movement in value during periods of market volatility.

We would always recommend that you review your investments on a regular basis to ensure continued suitability and dependent on which investment strategy you select; there is a clear need for an ongoing rebalancing of the underlying strategy to ensure that the performance of your investments continues to meet expectations. This is particularly important if income is being taken as you will need to include inflation in your expectations, but far more importantly the continued sustainability of the income level required and the capital underlying values.

To assist in the overall process and ongoing management of your investments, we have invested significantly in systems to provide “real time” valuations and access to our administration systems; together with fully secure encrypted messaging and document transfer – this dramatically improves client communication, expedites client instructions and is fully compliant with the latest legislation such as GDPR and MiFID II requirements.