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Preserving and growing your wealth

In all areas of life, having wealth gives you more options and better opportunities. It allows you and your family to do more, achieve more and live better. Given the freedom and security that it brings, your wealth is worth managing carefully.

Everyone has their own personal hopes and fears when it comes to investing their money. Are you naturally cautious and more concerned with looking after what you’ve already got? Or are you keen to build up a sizeable nest egg as quickly as possible? Do you feel optimistic or nervous about investments that offer higher return for higher risks?

Choosing the best investment strategy for your particular goals is at the heart of our service to you. There are three basic investment strategies that we’ll consider on your behalf as a starting point. They focus, respectively, on growing your wealth, providing an income, and achieving a good balance between the two.

Our role is to ensure that your money works as hard for you as possible but in the way that you are most comfortable with.

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Preserving your wealth

Wealth preservation is about safeguarding and preserving your money as far as possible from the effects of taxation, inflation, and sudden falls in the market.

 

Our Investment Managers will help you to find the best tailored long-term strategy for preserving your wealth and maintaining its real value. That way, it will continue to benefit you, your loved ones and future generations.

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Investing for growth

Increasing your wealth by investing for growth aims to build your wealth over the long term and support you in providing funds for future expenses such as your children’s education, a second property, or worldwide travel.

 

We will be delighted to discuss how a tailored growth investment portfolio can help you meet your desired financial goals.

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Getting a steady income from your investments

For many, the whole point of an investment strategy is being able to live on a reliable, steady income from your portfolios.

 

We’ll help you understand your likely spending needs, and then work out an investment strategy which best supports these requirements. This could include, for example, distributing dividends and interest, or paying out a small proportion of longer-term gains from the investments each year.

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45% of ultra-high-net-worth individuals consider preserving their wealth to be their principal investment concern.

FactSet, 2019

How Investment Management can help you

Trust and good relationships matter as much as financial expertise when it comes to managing your money. Our dedicated Investment Managers take the time to get to know you and understand what you want to achieve from your portfolio. We will create a personalised investment strategy, based on your objectives, balancing risk and returns in the most appropriate way.

Get in touch now

Send us a message or find a local office near you.

Ready to have a conversation?

If you’d like to have an informal, no obligation, conversation about how we can help invest your wealth to achieve your life goals, please get in touch.