Good investments should come as no surprise
Our approach is simple. We offer informed, objective advice based on your aspirations and calibrated against the level of risk you are comfortable with. We create a bespoke portfolio to meet your individual requirements.
We provide our clients with access to international financial markets, and ensure that any investment strategy is not burdened by US tax limitations wherever you reside. We recognise that everyone has their own preference as to how they wish their money to be managed, so we allow you to choose precisely how involved you are with the daily management of your assets.
We provide US and UK tax reporting and take into account currency exposure, regulatory constraints and lifestyle requirements.
Risk means different things to different people. We therefore make sure we define what risk means to you and fully understand your attitude to risk within our guidelines. This helps us to manage your portfolio in a way that feels comfortable to you.
We manage risk by:
Listening to you. We take the time to thoroughly understand your attitude to risk in different situations, and manage your portfolio accordingly.
Keeping in touch. Your attitude to risk might change over time. Regular contact allows us to make sure that we can keep up to date with any changes in your outlook or situation. We will keep you updated as frequently as you wish, in whichever way is most convenient for you.
Using the right tools. We use a number of risk monitoring tools to try and ensure your portfolio is managed according to your expectations.