We work with a broad range of high net worth individuals with complex financial affairs, who often have little time to spare. Here are just some of the specialist areas we work within.
Over 10 years to 31 December 2017, our Wealth Accumulation Balanced Model has delivered a total return of more than 93%, outperforming the relevant Asset Risk Consultants (ARC)2 comparator by over 28%. In monetary terms, based on a starting portfolio value of £1,000,000, this equates to £280,000 of additional return compared to the ARC peer group average. Performance has also comfortably outpaced inflation, delivering an average real return of over 4% per annum.
Download the full Wealth Accumulation Balanced Model Portfolio here
If you would like further information about our services or would like to arrange a complimentary, obligation-free telephone conversation or meeting to discuss your requirements, please contact us.
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