What you can expect from us
We understand that good wealth management takes place over many years and we therefore look to build long-term relationships with our clients. Our clients have absolute trust in us and we will work with many of our clients over the course of their lifetimes into retirement and beyond.
By building a strong relationship with you, we are able to provide advice tailored to your current circumstances and continually adapt this to your changing needs. This is how we will work with you:
Introductory meeting
We will meet with you to discuss your immediate plans and analyse your current situation as well as your longer-term challenges and ambitions. Our Wealth Managers often identify significant opportunities or major risks at this first meeting.
Your tailored wealth plan
Taking on board your goals and unique situation, your dedicated Wealth Manager will develop a tailored wealth management plan for you.
Working with your own tax and legal advisors, your Wealth Manager will suggest innovative and strategic solutions to maximise your wealth potential.
Your solutions implemented
Your Wealth Manager will now put in place the solutions and products proposed as well as implementing your investment strategy through Alpha Global Access, our investment service.
Continually adapting your plan to changing circumstances
Your Wealth Manager will carefully monitor your plan and continue to work closely with you. If necessary, your plan will evolve in response to changes in your circumstances or the global financial situation.
