Traditionally, financial management companies have been transactional-led and up-front commission driven, meaning that they have a significant input in the early stages of product selection and purchase, but have less client contact beyond this point. Our approach is different.
Once any Trust product is completed, our main investment proposition concentrates on managing clients’ portfolios. We leave this to the experts and their view is to 'actively' manage portfolios. Unlike the traditional approach, this involves taking an active role in the management of the portfolio, monitoring changes in the global financial markets and ensuring investments continue to meet a client’s objectives. This approach allows us to spend more time ensuring clients are happy and that their investments are working for them.
Our 'active' portfolio clients can expect:
- Portfolio updates every 3 months
- Client updates - quarterly newsletters, ensuring clients understand how their money is managed and the impact of the current economic environment
- Client focus - ensuring we understand and develop client’s goals and share information according to their investment experience
- Clear costs - being transparent about fee options and the services clients will receive for their fees