Home > Solutions > Investment Management > 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?
What are the risks?
If you require more guidance with investment decisions or wish to place the management of your portfolio in expert hands, please email us at info@somersetassetmanagement.com or call +86 7553 331 8533 and we will discuss with you the suitability of our services and products.
Moody’s strips US of top-notch triple-A credit rating
Agency warns of strains caused by rising government debt and a widening budget deficit
Continue ReadingDoes Moody’s US downgrade matter?
What a one-notch cut means for the market, the banks, and the White House
Continue ReadingUK overtakes China as second-largest US Treasury holder
Fall in recorded Chinese holdings highlights Beijing’s push to diversify its reserves away from America
Continue Reading