Establish whether you want income, growth or both.
Understand what any growth in your assets or income needs to achieve for you.
We determine the amount of risk that is right for you personally.
Suitable investments are suggested in writing and we check you know what you are doing before proceeding.
The Right Portfolio for You
Part of this process involves establishing the right asset allocation for.
This is the science of matching a given level of risk to a suitably constructed portfolio of equity, bond, property and cash assets, based on many decades of data used to measure the long-term performance and volatility of such assets.
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JOIN US FOR A Q&A SESSION
We understand how important it is to know who you are trusting your money to. This is why we invite you to our Q&A sessions, which provide an opportunity to put questions to our Head of Investment about the merits of investing in private companies, to find out more about our approach and our open investment opportunities.