Quarterly Fund Review

The majority of our clients' funds are invested in portfolios which are reviewed every quarter. You will therefore receive a quarterly report from us detailing your investment, its value and its performance.

We aim to give you an overview of the economic background of the underlying sectors/assets classes held within your portfolio. We also look at each fund and advise on any recommended changes. On an annual basis we will review your attitude to investment risk and consider rebalancing the fund asset allocation.

We do not operate on a Discretionary Management style and will always need your signed consent to switch funds.