Your personal Investment Manager will be in touch with you regularly to update you on your investments and have honest conversations with you about performance. They will also be available to talk to you whenever you need them.
They will share their knowledge and expertise with you and explain what is being done to optimise your investments.
You decide how often you want updates, and how you prefer to receive them, be that face to face, via video conference or by email. You can also choose how much detail you would like us to go into and can change your mind at any time.
Your personal Investment Manager can also introduce you to legal, accountancy, banking, insurance and estate management professionals, offering complementary services such as portfolio lending, Wills and Trusts.