At the point your adviser feels there is a suitable opportunity that meets your profile, they will present the opportunity with clear reasons for the recommendation. You then have the choice to go ahead with the investment, or not. There is no charge for the advice should you decide not to proceed with the recommendation.

We provide on-going advice on the design and construction of the portfolio based on the pre-investment framework completed by our back-office team. This framework will act as the blueprint for your investment strategy and the approach your personal adviser will take with your investments. Your investment horizon, financial objectives and risk appetite will all be taken into careful consideration and based on these factors we will set sensible parameters for the investment activity. The Advisory Service is suitable for investors who like to maintain some control of their investment capital, or investors who would simply feel more comfortable with a professional by their side.