Portfolio Service
Investments recommended to you today may be entirely suitable for today…
The investments may accurately reflect the level of investment risk you are WILLING to take…
They may accurately reflect the level of risk you are ABLE to take
They may be in keeping with the achievement of your desired objectives; whether that be capital growth; obtaining regular investment income; or perhaps a combination of both.
They may be accurately positioned to embrace market volatility or alternatively preserve capital.
However, everything changes
Economic conditions can change on the back of a Central Bank announcement.
Investment markets are influenced by politics and political change.
The economic cycle changes, from boom to bust to recovery to boom…
And you change…
Your objectives may change
Your circumstances may change
Your attitude to risk may change the older you get or the closer you are to achieving your objectives. With the expectation of a continued changing and volatile investment market backdrop, it has never been so important to continually reassess and re-evaluate what's under the bonnet of your investments; how they are diversified; how appropriate they are for the prevailing economic and investment conditions.
And this is what you get from the HK range of managed portfolio solutions, which is one of the investment solutions that we offer our clients… along with monthly updates providing you with detail as to the changes made on your behalf and the performance of your plans; along with 24/7 online access.
Contact us to find out more about our HK Managed Portfolio Solutions.
Contact us to find out more about our Ongoing Client Service proposition
