Annual Review

We believe an annual review of your portfolio and investments is arguably the most important meeting we will have with you. At least once a year we sit down with you to review what has been set up and how it is performing. Infact, we go further - we benchmark both the investment performance and our performance, after all fees have been taken into consideration, against fund performance, market performance and the objectives we jointly agreed.

Apparently this is not common practice in the financial services environment. It is for us!