Reporting
Our consolidated reports show an analysis of the structure, asset allocation, value and performance of your portfolio. Produced quarterly and based on prior month end values, your report provides the background for an informed discussion with your Wealth Manager. We can also include other assets you own that are outside the scope of our service in order that you can still see a single picture of your affairs.
Through our ongoing monitoring of your portfolio, we aim to ensure that it remains optimised to meet your current and future objectives.
Each report will also provide you with:
- A market overview – A detailed account of the events and their effects within the markets over the previous three months plus our assessment of their future prospects.
- Product reviews – The portfolio report will also provide detailed information on the individual funds within your portfolio and their overall performance.
