Holistic Asset Allocation
We passionately believe that no one investment or asset should ever be looked at in isolation & that value-adding financial planning can only be done with the big picture in mind.
Unlike large Investment Institutions & Banks, we do not sell Proprietary Investment Products, and therefore our clients can be more comfortable sharing their entire asset schedule with us for holistic planning.
Our Proprietary Compass AssetAllocator System will capture values across all accounts and for all individuals within a Family and ultimately illustrate this in terms of High Level & Low Level Asset Allocation tables & pie charts.
Asset Split v Risk
We work with our Clients in categorising and documenting all of their assets holistically in terms of:
Asset Class: Equities / Bonds / Private Equity / Property / Alternatives / Cash
Risk & Liquidity Levels
Structure & Ownership: Held Personally or via a Pension / Corporate / Trust / Partnership
Performance Tracking
Our AssetAllocator system will track the performance of your entire Portfolio, as well as the constituent holdings, on either a semi-annual or quarterly basis.
This enables us as advisors, and you as Clients, to accurately assess and appraise investment strategies over consistent time periods and compare them against each other and the wider market.
Fees & Taxes
We can’t control the direction of global equity & bond markets. Neither can we control the performance of a specific portfolio manager or fund management style.
However, we can control the 2 performance-impacting factors: Fees & Taxes. We focus heavily on minimising these 2 year-end value-eroding costs as much as possible.
Investment Analysis
We assess, analyse and appraise the quality of constituent investments that comprise a Portfolio.
We work with who we believe are some of the top Investment Providers & Funds globally in order to maximise our clients’ return while doing our absolute best to minimise their risk.
