Open and receptive
Our long and extensive experience in the global financial markets provides a solid foundation upon which to create effective solutions that can meet the demanding needs of the contemporary investor. Our independent status enables us to tailor those solutions to suit our clients’ objectives but it is essential that we know and understand what those objectives are.
With this in mind, we commit to an exchange of ideas; we spend time learning about our clients’ circumstances and expectations while also communicating our thoughts on how those can be achieved.
Our prime objectives
We are not ashamed to admit that we borrow from one of the world’s greatest investors, Warren Buffett whose two famed rules are “One, never lose money” and “two, never forget rule number one”.
Though clients mostly come to us to enhance their wealth, we never forget the importance of that which already exists. With this in mind, we do our utmost to ensure that risk is mitigated at every stage – both initial and ongoing. Naturally, different people have different attitudes to risk and it’s our job to ensure that clients are comfortable with the risk profile of the assets their hard-earned capital is invested in.