Personal Service
The service we offer to clients is available in three distinct formats, and we will determine with you at an early stage which format is most suitable for you. In most cases the service is discretionary - that is to say we have full discretion to deal on your behalf.
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Investment Management Only Service
Under this format the custody and administration of your investments is entrusted to your own professional adviser - in most cases your lawyer or accountant. Your professional adviser may already be providing you with these facilities, which include the settlement of bargains, keeping records of transactions, and maintaining cash balances for you. In this case we set up the necessary procedures on the basis that your professional adviser continues to carry out these functions.
Our responsibility is confined to the management of your investments, and we provide you - or, if you prefer, your professional adviser - with quarterly portfolio valuations and reviews.
Our standard fee for the investment management only service varies according to the precise details of the arrangement but we would not expect the aggregate of the fees paid to your professional adviser and to ourselves to exceed 0.25 per cent per quarter of the value of the funds under management, plus value added tax.
Authorised and Regulated by the Financial Services Authority
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