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        Financial Planning: Family Protection | Education | Private Medical Insurance | Wills | Trusts      
           
     

Investments

Managing wealth is the process of maintaining and protecting the assets that a person has acquired. Investment proposals will vary according to client nationality and available assets. The types of investments that we can offer you in order of increasing risk are as follows;

  • Bank deposits and money market funds
  • Guaranteed funds
  • With profits funds
  • Offshore managed funds
  • Property
  • Discretionary portfolio management services
  • Alternative investment strategies

We can make asset allocation and investment recommendations to suit your personal circumstances and objectives, taking the applicable tax regulations into account.

We are also aware that we live in a dynamic world marked by ever-changing personal circumstances and a variable investment environment. We therefore strive to maintain regular dialogue with our clients, keeping a finger on the pulse and adjusting strategies whenever necessary.

Savings | Investments | Retirement | Mortgages and Property | Offshore Companies