As a gateway to our offerings, our advisory service allows you to take advantage of what we do across our business. Our experienced team is dedicated to helping you build a unique portfolio that suits your investment needs.
We provide you with the investment advice to make informed decisions on your portfolio taking into account suitability and risk, allowing you to stay in control and retain ongoing responsibility for your investments. In a world where service is moving towards one-size fits all, we are striving for the opposite.
The advisory team has considerable market knowledge and is proactive at communicating ideas as they arise. This involves sharing our thoughts on both the buy and sell side as well as introducing you to new issues and placings through our network of global contacts. We are never short of ideas or opportunities.
This week’s update comes from Georgie Fletcher who is in our discretionary investment management team in Guernsey.
Change is coming; it’s everywhere you look. From socio-politics and economic theory to globalisation and the very way we go about our everyday life.