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Other Advisers

Administration

Communication

We place great emphasis on regular communication with you and your client. Investment managers can host meetings or travel to your offices or your client’s home and are available for beauty parades.

Administration

Getting the basics, such as administration, right is as important to us as it is to you. We offer a high quality administration service that is backed-up by reliable software and systems. We handle all rights issues, capital reorganisations, offers and company notices. All dividends and interest payments are collected on behalf of clients and paid out or reinvested.

We believe that high-quality administration underpins the long term relationships for which we are renowned.

Valuations

A hard-copy report containing your client's portfolio valuation and details of changes to investments is issued twice a year or quarterly on request.

Ad hoc valuations are available immediately on request.

The value of your investments and the income from them may go down as well as up, and you could get back less than you invested.