Advisory Services

In engaging our advisory service, your adviser will provide advice and recommendations based upon your objectives and risk profile, but you make the final investment decisions.

Our advisory investment management service caters for those clients who prefer to keep more of a "hands-on" approach to managing their wealth. This could be because of a deeper level of understanding of the financial markets or, perhaps, a greater availability of time to actively focus on their wealth accumulation or preservation.

We offer a specialist service managing a wide range of investments within individual bespoke portfolios. This service is based on a comprehensive assessment of your personal financial situation including your objectives and your attitude and capacity for taking a risk.

What are the benefits?

  • Investment options will be generated by a fully qualified investment manager.
  • Options will be tailored to your objectives and risk profile.
  • Any desire to avoid certain sectors on ethical grounds can be accommodated.
  • Your adviser will also be available to discuss any ideas you may have.
  • A valuation and review will be provided every six months.
  • You can view your portfolio online using our Client Web Access system.

What are the risks?

  • Investments and income arising from them can fall in value and you may get back less than you originally invested.

If you require more guidance with investment decisions or wish to place the management of your portfolio in expert hands, please email us at or call +86 755 23979136 and we will discuss with you the suitability of our services and products.

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