We believe that the primary goal of wealth management should be wealth preservation. No matter how speculative an individual’s risk profile may purport to be, prolonged erosion of capital as a result of bold investment decisions that go wrong will be considered unacceptable by even the most cavalier of investors. We will, therefore, always encourage our clients to retain a significant proportion of their wealth in the most secure environments available, such as deposit accounts or low risk unitised cash funds.
We also believe that you should be in control of your portfolio with the option of vetoing any investment proposal should you choose. This is why we do not operate on a discretionary basis and will seek your agreement before making any changes to the complexion of your investments.