We first aim to understand your investment objectives, time horizons and attitude to risk.
Then, we design a portfolio for you, holding investments like company shares, government bonds, gold, and our funds. If you already have a portfolio, we will create a detailed plan to reorganise it, carefully considering all associated costs, including taxes and any fees for leaving your previous manager.
With regular contact, we ensure that the portfolio always reflects your aims, even if they evolve over time.
Our approach to private client service is steeped in our firm’s history. We believe a direct relationship with your investment manager is essential to building trust.
Knowing who is looking after your investments and that they understand you and your priorities is important. As a private client, your dedicated investment manager will work with you to ensure your portfolio reflects your needs and goals.
We are always contactable, by telephone, email or in person.
We believe in building lasting relationships with our clients. Developing trust in your investment manager takes time and continuity. But we believe that is crucial in providing peace of mind.
Alongside your investment manager, you will have a dedicated, named administrator responsible for responding to your day-to-day enquiries. Based in Haddington, the team is overseen by Isla de Haldevang, our Private Client Administration Manager.
