When we work with you we enter into a genuine partnership. We work closely with you to combine your concerns and knowledge with our investment and asset management expertise. In a highly complex financial environment we strive to help you focus on meeting your day to day challenges in the knowledge that key current and future financial considerations are being professionally addressed.
We can conduct a thorough analysis of your organisation’s financial position, taking account of both current and anticipated future income, assets, liabilities and capital flows. We can then provide you with informed advice on the optimisation of your asset allocation and portfolio construction. We will also work closely with your existing advisers, or introduce you to trusted partners, in areas such as taxation and law.
Our advice draws on the resources and experience of our asset management and corporate advisory teams. This enables us to tailor the support we provide to be as targeted or holistic as the situation requires.
The following are some of the key areas on which we will focus when advising you:
- Investment policies and strategy
- Investment transaction support
- Investment Research
- Technical analysis
- Independent valuations
- Current and future cash flow analysis