Account Reviews
The advantage of asking an independent adviser to review a
portfolio lies in having an unbiased second opinion on how the client's
affairs are currently managed.
We start by examining
the original investment mandate to establish if the investment manager
has adhered to the original plan and brief. From there we progress to
looking at the original risk profile and substantiate this using our own
approach. We can then evaluate whether the client's assets are being
managed in the most suitable way.
We assess whether our client's
needs are currently being met, focusing on income streams, asset
allocation and managerial performance.
Risk Profiling
Examining a number of scenarios based on real market returns to understand the risks and opportunities.
Asset Allocation
The process of blending the client's financial needs and requirements.
Account Reviews
The advantage of asking an independent adviser to review a portfolio lies in having an unbiased second opinion on how the client's affairs are currently managed.
Analysis of Financial Products
This offers the opportunity to obtain an in-depth analysis of the inner workings and mechanisms of a financial product.