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Investment Consultancy

We provide a consultancy service to help clients to solve specific investment-related problems and to provide tailored and definite solutions.

The scope and duration of the mandate will be predetermined and in many cases will take the form of a financial 'second opinion' to assist a client in the management of their affairs.

Our consultancy mandates most commonly include:

Examining a number of scenarios based on real market returns to understand the risks and opportunities.
The process of blending the client's financial needs and requirements.
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.
This offers the opportunity to obtain an in-depth analysis of the inner workings and mechanisms of a financial product.