At QS a considerable part of our time is taken in advising our clients on the construction of a portfolio of mixed asset classes specifically balanced to meet their goals and their accepted levels of investment risk.
Every client has different circumstances and, rightly, demands an individual approach.
How we design a portfolio to meet an individuals requirements is explained below. To Provide School Fees QS's approach to building a portfolio is designed around adding value . First we need to ascertain the various objectives our client has of his or her investments. Based on these factors we consider the Strategic asset allocation most suited to our clients objectives. The next step is to consider what wrappers might be available to give added value to any part of the portfolio.