Understanding our Clients

Understanding client needs, preferences and investment objectives is paramount to providing substantive investment advice, and we analyze a range of factors in order to gain insight into our clients’ individual circumstances including:

• Prior investment experience and comfort with various asset classes
• Time horizon for the portfolio
• Risk appetite to withstand short-term volatility
• Liquidity and income requirements
• Portfolio return expectations
• Liability fulfilment targets

Following this review, we help our clients define their financial plan and structure suitable investment solutions for them, documented in an investment policy.