CLIENTS
Once we gain a full understanding of your circumstances and personal requirements, we will create the best possible solutions for you and your family.
An in-depth knowledge and understanding of each unique client is key in helping us realise their aspirations. The bespoke nature of our office structure allows advisers to gain a complete understanding of circumstances and personal requirements, which helps create the best possible solution for each individual and family. Using this tried and tested methodology, a combination of fact-finding and more qualitative conversations, we have built up a broad range of clients through generations and maintained strong relationships with certain families for centuries. Following the information-gathering stage, we aim for a smooth and seamless on-boarding process with the aid of the latest technology.
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THE CLIENT JOURNEY
[/text_output][accordion id=”” class=”” style=””][accordion_item parent_id=”” title=”Initial Meeting” id=”” class=”grey07″ style=””]Family meeting to agree a plan with family members. Background and financial checks.[/accordion_item][accordion_item parent_id=”” title=”Investment Assessment” id=”” class=”grey06″ style=””]Develop investment strategy including: short and long term liquidity, income and investment growth targets.[/accordion_item][accordion_item parent_id=”” title=”Provider Review” id=”” class=”grey05″ style=””]Review suitability of shortlisted private banks and investment managers to achieve these aims.[/accordion_item][accordion_item parent_id=”” title=”Team Selection” id=”” class=”grey04″ style=””]Select a team of the best and most consistent relationship managers.[/accordion_item][accordion_item parent_id=”” title=”Investment Solutions” id=”” class=”grey03″ style=””]Produce a consolidated investment solution; all asset classes, territories and providers are considered.[/accordion_item][accordion_item parent_id=”” title=”Monitor” id=”” class=”grey02″ style=””]Monitor and review providers to ensure consistent performance delivery.[/accordion_item][accordion_item parent_id=”” title=”Meet and Review” id=”” class=”grey01″ style=””]Regularly meet to review consolidated reports on global wealth needs, requirements, targets and investment strategy.[/accordion_item][/accordion]
