Frequently Asked Questions

What services does Somerset Asset Management offer?
How does your discretionary portfolio service work?

Somerset Asset Management's discretionary service is ideal for clients who want expert management of their investments without the need to handle daily decisions. We create customized portfolios based on your financial profile, goals, and preferences, and we monitor and adjust them as needed to ensure optimal performance.

Who is your advisory service for?

Somerset Asset Management's advisory service is tailored for experienced investors who prefer a more hands-on approach, having the final say over investment decisions while receiving expert guidance and access to exclusive opportunities.

What approach do you take to investment management?

We rely on evidence-based research, conduct thorough analysis, and use verified data to build long-term strategies. By focusing on robust academic studies and back-tested data, we ensure that portfolios are built on proven principles rather than trends or speculation.

Do you offer ethical investment options?

We can structure portfolios by excluding specific industries, sectors, or companies to incorporate ethical preferences.

How do you address risk?

Risk management is a core part of our process. We assess your risk tolerance and market conditions, adjusting your portfolio to protect against volatility and economic uncertainty.

How often will I be updated about my portfolio?

We provide regular updates and reports to keep you informed, or you can monitor your investments anytime with secure online access.

How do you create a financial plan?

We follow a structured process that starts with assessing your financial situation, goals, and preferences. From there, we develop a custom strategy and provide ongoing monitoring and adjustments to align your plan with your objectives.

How is wealth planning different from financial planning?

Wealth planning focuses on long-term strategies for growing, preserving, and transferring wealth and addresses retirement, tax efficiency, estate planning, and legacy goals. Financial planning is broader and includes all aspects of your financial life, including budgeting, investments, and cash flow.

Why should I choose Somerset Asset Management?

Somerset Asset Management provides independent, unbiased advice, and with no affiliations to brokerage-promoted products, our recommendations are free from conflicts of interest.

Are your services suitable for global clients?

Yes, we work with many high-net-worth international clients and have experience working with diverse financial landscapes and creating strategies that meet the unique challenges of global wealth.

How do I get started with Somerset Asset Management?

To learn more about our services or discuss your needs, email us at info@somersetassetmanagement.com.