Client care

When you become our client.....

We put you at the heart of our business. We endeavour to deliver individual bespoke solutions that meet your financial objectives.

You will have direct access to a Wealth Manager. They will maintain personal contact with you through email, telephone and, where possible, personal meetings. You will also be able to contact them whenever you need to.

Your Wealth Manager will help you control your investment strategy and will assist you with the planning of your finances for optimal growth, ensuring that you have all the help you need to realise your objectives. Your Wealth Manager may be supported by a Relationship Manager who is also able to assist you with information about your investments and any administrative matters.

We can provide access to a range of specialists through your Wealth Manager, who will give you advice varying from investments to fiduciary structures, tax and exchange control matters.

You will automatically receive a quarterly statement along with our views on market conditions and future prospects. Should you prefer more frequent reporting, this can also be provided.

We will also provide a formal annual review of your circumstances and reassess the appropriateness of your financial plan to ensure it continues to meet your goals and aspirations.