Investment Approach

We aim to provide an end-to-end service, working with our professional advisers. Having identified a practitioner’s client needs and agreed a broad approach, our investment manager will use their professional expertise to construct a portfolio, carefully chosen to match the client’s objectives and manage it day to day. 

Key features of our approach:

• Tax packs
• Online reporting
• Efficient administration

Efficient administration and reporting makes it easy for us to keep both client and professional adviser (if they require) informed about the investments. They will receive valuations every quarter and with our online service , they have instant access to up to date information. 

We have low staff turnover amongst professional staff, and the practitioners we refer to and receive referrals from appreciate our transparent fees and efficient administration.  

Should a practitioner’s client require short-term financial flexibility, we can lend money against the value of their main portfolio as an alternative to selling investments. We prepare comprehensive tax packs annually and can also produce tax packs to comply with US reporting requirements. Additionally, we can arrange for tax bills to be settled directly with IRS on behalf of the client. 

Case study - Coping with the complex Looking after a successful entrepreneur and his family who split their time between the US, Ireland and the Caribbean. The client A client successful entrepreneur who sold his business 20 years ago. Today he splits his time between the US, Ireland and the Caribbean, so he has to take into account very taxation-specific restrictions, like UK situs assets, as well as currency challenges. He wants us to facilitate his lifestyle in retirement and also to co-ordinate investment management for his wider family. He has three adult children and is supporting his mother and mother-in-law. He is also concerned about inheritance issues.