Our Private Office provides regulated financial advice to wealthy families. Clients receive ongoing professional support and simple, cost efficient solutions to often complex and international circumstances. When reviewing or establishing a long-term financial plan with wealthy families we firstly discuss wealth structuring and asset protection. This means considering future events and planning for how they may impact the control, ownership, taxation and succession of wealth, including estates and family run businesses.
Once a robust plan has been agreed, we work with family members to document an investment strategy designed to achieve both short-term and long-term liquidity and income needs combined with investment growth targets. All asset classes, all territories and all investment providers can be considered. This strategy is then used to measure the suitability of shortlisted private banks and investment managers who we interview through a series of ‘beauty parades’ with family input, if preferred.
The result is a team of the best and most consistent providers, most suited to achieving the families’ aims, and working together to provide one consolidated investment solution. All product providers are then rigorously monitored and reviewed to ensure consistent delivery of performance. If a partner does not deliver genuine performance within a defined risk budget, they and the client, will be informed and replaced.
HPO is authorised and regulated by the Financial Conduct Authority with registration number 521246. Click here to review HPO information on the FCA website.
Investments do not guarantee a return, and the value and the income from them can fall as well as rise, so that you may not realise the amount originally invested. Where an investment is denominated in a currency other than sterling, changes in exchange rates between currencies may cause the value of investments to go up or down. Past performance should not be seen as an indication of future results. This material is communicated for informational purposes only and does not constitute a solicitation or a personal recommendation in any jurisdiction. Any reference to individual securities does not constitute a recommendation to purchase, sell or hold the investment. Opinions expressed are current opinions as of the date of appearing in this material. No reliance may be placed for any purpose on the information and opinions contained in this document or their accuracy or completeness. No part of this material may be copied, photocopied or duplicated in any form or distributed to any person who is not an employee, officer, director or authorised agent of the recipient, without the prior permission of Hottinger Private Office Limited.