investment review service

The investments recommended in client portfolios are continually monitored to assess actual performance against stipulated objectives in areas such as capital growth, income and risk controls. Independant analysts assist with this process, and portfolio asset allocation, which determines how much of any portfolio should be invested in any sector, at any given time. Key drivers in this asset allocation process will include risk controls and investment strategies for income or growth.

Performance analysis and monitoring include ongoing financial modelling and back testing of portfolios. This level of diligence aims to have portfolios correctly positioned to perform in fluctuating market conditions. The review service is augmented by regular, comprehensive reporting to keep clients updated on the management of their portfolios, with concise appraisal of market conditions as well as clear justification for investment decisions and the resultant effects on values.

From time to time it is appropriate to recommend investment changes to our clients. Such changes are included within the annual fee and do not normally attract specific cost.