Our Approach
Understanding and defining wealth isn't always as straightforward as it may seem.
Conventional wealth management naturally focuses on investing, saving, building assets for the future, protecting yourself and your family from potential risks, and ensuring you have a well-documented estate plan in place. While these aspects are central, true wealth management extends beyond these topics and accurately addresses your personal life and priorities.
We approach financial planning in a way that helps you clearly define your needs and wants and implement a way forward that ensures your wealth works most effectively for you.
We have a range of flexible services and solutions that have been created to specifically address the more involved financial and investment needs of high-net-worth, global individuals, equipping clients with the confidence and assurance needed to live life securely and purposefully.
To help define the way we implement your comprehensive financial plan, we have adopted a four-stage process:
Stage 1: A Thorough Assessment
All aspects of your financial world are thoroughly examined to identify challenges and potential risks and highlight opportunities.
Any investment restrictions, limitations, and other considerations are thoroughly documented to ensure your portfolio meets your values and expectations
We discuss and assess how comfortable (or not) you are with risk and market volatility to tailor strategies that match your disposition and are appropriate to your time horizon.
Stage 2: Strategic Planning
Your existing retirement arrangements are reviewed to ensure they still support your overall financial objectives.
A portfolio allocation incorporating various asset classes is prepared that optimizes growth and manages risk.
Specific investments within each asset class that match your strategy and objectives are selected.
Stage 3: Implementation
When appropriate, we speak with your other professional advisors, such as lawyers or accountants, to integrate all aspects of your finances.
Investments are bought according to the approved plan to create your diversified portfolio.
You will be in regular contact with your dedicated advisor, and your portfolio can be viewed online anytime.
Stage 4: Ongoing Management and Support
Asset allocations are reviewed, adjusted, and reweighted as needed to respond to market changes and align with your goals.
We highlight new investment opportunities as they arise and explain how they could add value to your portfolio.
Our proactive approach ensures that your wealth plan is purposely targeted at achieving your stated needs while remaining adaptable to future changes. By keeping in close touch, we quickly respond to changes in your circumstances to ensure you stay on track to achieve long-term financial success.