No matter who you are or where your wealth comes from, the role of an investment advisor is the same: it is to understand what you want to do with your wealth and to help you devise and implement a strategy to achieve your objectives.
A business model focused on protecting and increasing your wealth; a well-capitalised institution; a proven track record in looking after your assets; an approach that is suitably risk-averse.
Successful investment is based on a well-structured plan. Understanding your objectives will help your advisor fine-tune your portfolio with the types of assets that will balance your needs — for growth, for continuity and for your goals in life.
Begin with a sound plan, and then decide on the approach you want to take towards investing your wealth — are you a hands-on or hands-off investor? In either case, you should seek to benefit from access to the accumulated wisdom of some of the world’s best asset managers.
An internationally diversified investment strategy requires an advisor with a global outlook and a deep understanding of markets around the worldand of the trends shaping the international economy.
A close, long-term understanding of your personal and financial circumstances, absolute discretion and access to a world of specialist expertise – these characteristics allow your investment advisor to add independent insight to your thinking and bring new ideas to your attention.