Our Guiding Precepts

Risk Management and Security

Most of our clients are relatively risk averse, often retired or approaching retirement, and they prefer reasonable returns and steady income rather than riskier and more volatile investments. The protection and preservation of clients’ capital is always our top priority.

Taking advantage of our deep knowledge of regulations in different jurisdictions, we always make great effort to only recommend solutions which offer the highest level of government-backed protection in the jurisdiction where the investment is domiciled.

For maximum security and transparency, we do not hold investments on behalf of our clients. Any funds invested through us are paid directly to the institution administering the investment product and held by third party custodians approved by the particular regulator.

Personalised Service

Providing a highly personal and continuous service to our clients is one of the distinguishing features of our firm.

We understand that both the international financial environment and our clients’ individual circumstances and needs are constantly changing. Keeping one’s financial arrangements effective and up to date can be a challenging task. We do our best to make this task as easy as possible for our clients. We conduct face to face meetings with them on an on-going basis and provide regular reviews, reports and updates.

In the unfortunate event of death we make sure the continuity of investment management is preserved and the surviving spouse and/or future heirs receive our advice as well as premium administrative support.

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Providing a highly personal and continuous service to our clients is one of the distinguishing features of our firm.

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