We know establishing the optimal portfolio structure is required for asset ownership and asset investment. Once we have identified your investment capacity our advice specialists will provide recommendations on how your current and/or proposed portfolio should be owned.
By starting with appropriate ownership we attempt to minimize the chance of major financial impact should you encounter divorce and/or litigation. Beyond this, our portfolio structure approach relates to which assets you should hold, having regard to your objectives and risk tolerances. The construction and on-going monitoring of your portfolio should not be guess work. We actively engage with fund managers, corporate executives and research specialists to seek out the best portfolio we can.