Individual Investment Consultancy

Trust is the most important thing when you are looking for help with your investments. You need to trust that the person you are working with is competent and that they’ll do the right thing for you. Always. Trust is earned. Many high net worth individuals and their families are looking for experienced investment professionals to sit with them on the same side of the table when they appoint banks and investment managers.

FINACT Professional Services offer combined experience of over —– years of working with wealthy individuals and families, and the team has a thorough understanding of the way in which financial institutions both manage their clients’ money and, importantly, charge for their services. The ‘Individual Investment Consultancy Service’ brings a structured, disciplined approach to the appointment of investment managers and the establishment and on-going monitoring of investment portfolios.

The service provides oversight of client portfolios through meetings with clients and easy to read detailed analytical reports. These reports will typically include both qualitative and quantitative analysis of portfolios as well as detailed observations relating to asset allocation. FINACT Professional Services will also monitor the performance of portfolios against agreed benchmarks. The team at FINACT Professional Services know that there is little market intelligence relating to industry ‘norm’ fees and costs that are easily available to clients. The experience of the FINACT Professional Services Wealth team in the private banking and investment management market mean that they are able to highlight areas where more competitive fees could be negotiated.

How Can We Help You?

The aim of our Investment Consulting Service is to help you to enjoy a successful investment experience.

• Knowing your current personal and financial position.
• Establishing your lifestyle, financial and investment goals, priorities, and
• Analyzing your current investment portfolio with reference to the above factors and our own academic-based investment principles.
• Presenting you with an Investment Policy Statement which relates to the management of your investments.
• Implementing the recommendations.
• Investment review & rebalancing.