Providing bespoke advice starts with getting to know you

No two investors are exactly alike and no two individuals will take exactly the same view. We understand this and by evaluating your financial needs, attitude to risk and liquidity requirements we can begin to formulate an appropriate strategy with you.

Below is an overview outlining the framework from which we can begin the process.

Department	Equities & Fixed Income	Private Placements	Alternative Investments
Instrument type	Mainly US listed investments	Mainly US companies	Global Hedge Funds/ Managed Funds
Typical time horizon	Less than a year	One to three years	More than two years
High Risk	Smaller companies (market capitalisation $0.5billion -$2billion) Higher volatility Uncovered derivatives Leveraged ETFs	Smaller companies (market capitalisation or enterprise value of less than $100million) Usually has a minimum of 6 month lock-in Generally illiquid investments with a defined exit strategy	Single manager funds Higher volatility funds Commodity Trading Advisers [CTAs] or managed futures
Medium Risk	Larger companies (market capitalisation $2 billion plus) More moderate levels of volatility relative to small cap Covered derivatives (risk limited to premium) ETFs		Multi-strategy or diversified - strategy specific funds Low volatility multi-manager Fund of funds
Low Risk

In addition to this we enquire about your experiences in investing, your financial position and your investment objectives for your capital. Our ongoing relationship with you is fundamental to meeting your needs, however they may change.