So, what is Wealth Management?
Wealth Management covers all aspects of the acquisition and distribution of wealth. At its core is an investment strategy which takes into account pension legislation, income and capital gains taxes and inheritance tax.
Our end-to-end process for wealth management gives an efficient and cost effective solution that keeps you informed and in control:
Consolidated valuations regularly updated and available on-line 24/7
Our back-office system receives daily fund price updates which are applied to your portfolio and published in your password protected and encrypted section of the website.
Active fund research and selection
Our fund filtering process selects and reviews a core range of funds from the thousands available by considering factors such as volatility, consistency of returns and investment style. Integration with our back-office system means that when a fund ceases to meet our criteria we can swiftly identify all clients affected
Bespoke portfolio design and asset allocation
We use stochastic modelling tools to design an individual portfolio for each client that takes into account your needs for income or capital growth and your attitude to investment risk. We then apply our selected funds to replicate the asset allocations of your model portfolio
On-line meetings for advice and review when you need it
Using broadband technology we can save you both time and money while enhancing the advice process
Low-cost/high value advice and recommendation
Removing the need to travel to meetings represents an increase in efficiency that we can pass on as lower charges without impacting on the quality of our advice. Download our wealth management factsheet for more details
Register now to arrange your initial FREE on-line meeting
|
