Our starting point is your investment mandate, the particular combination of requirements that makes your account unique.
Prior to opening your account we would wish to discuss and understand your investment objectives.
Of particular interest would be your long-term investment goals, your attitude to risk and any investment restrictions you may wish to impose.
We document these requirements and refer to this as your investment mandate.
Many clients simply require a balanced portfolio, one that is invested across a broad range of assets, seeking a return from both income and capital growth. Others have specific needs requiring a highly tailored solution.
Prior to opening your account we would wish to discuss and understand your investment objectives.
Of particular interest would be your long-term investment goals, your attitude to risk and any investment restrictions you may wish to impose.
We document these requirements and refer to this as your investment mandate.
Many clients simply require a balanced portfolio, one that is invested across a broad range of assets, seeking a return from both income and capital growth. Others have specific needs requiring a highly tailored solution.
