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WEALTH MANAGEMENT

  • Investment Advisory

    • We advise on and customise each client’s portfolio allocation, to develop an investment strategy tailored to meet specific investment objectives and risk profile.
    • Our advisory service allows clients to retain control of investment decisions, backed by professional advice, based on best-in class research and products
    • To maximise the potential for growth across the portfolio, we take a holistic approach. We constantly analyse and re-evaluate the market, and look to the future, so that we can guide clients on the right strategy to maximise returns across the portfolio, whatever the market conditions
  • Discretionary Management

    • Our discretionary service allows clients to establish their own bespoke separately managed account, while still retaining an active involvement in the evolution of a chosen portfolio
    • We provide a comprehensive and tailored asset allocation service. We also ensure and continuously monitor that the risk controls continue to comply with the specific risk/reward strategies established during the construction of the portfolio
  • CONNECT by Crossbridge

    • A personal and digital investment advisory platform for Accredited Investors. It offers customized and actively managed portfolios, 24/7 access, and transparent pricing
  • Risk Management

    • We measure investment risk in terms of historic market volatility. More volatile assets offer greater opportunity but have a greater risk. Combining asset classes and investments with different volatility characteristics enables us to reduce risk, whilst maximising your returns.
  • Fee Monitoring

    • Cost management has a material impact on investment returns. We serve as a link for clients with custodian banks to ensure the cost of investment products and banking services are controlled and minimised.