Regular Reporting

Once we have formally taken on a new client, we will prepare an initial report which clearly sets out the client's financial position and existing investment portfolio / holdings and provide recommendations and rationale in the context of their risk appetite and liquidity needs.

On a regular basis, it is also important for our clients to understand how their investments are performing and to have a comprehensive record of their assets and liabilities. We therefore report formally, typically on a half yearly basis, but can provide reports on a more frequent basis as required.