Home About Principal Our Services Our Investment Team Becoming a Client Contact Us

Becoming a Client

To ensure that we have a thorough understanding of your requirements before we begin managing your portfolio, we prefer where possible to have an initial meeting with you and your financial adviser.

Before we begin investing your money, we set out our proposed investment strategy and recommended portfolio structure in a written Investment Proposal before asking you to sign our Client Agreement.

On receipt of your funds and/or the transfer of your existing investments, we send you an Initial Valuation of your portfolio.

From then on, our portfolio has the ongoing attention of your investment manager, who keeps it under continuous review and ensures that the assets are adjusted, as appropriate, in the light of changing market conditions.