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Insight

North Korean Media, in Rare Critique of China, Says Nuclear Program Will Continue

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We begin with generating an in-depth understanding of a client’s situation and formulate an appropriate investment plan in partnership with the client to meet their objectives.

We work very hard to establish a deep rapport with each client; regular meetings are very much encouraged not only to discuss portfolios, but also to keep current with our clients’ evolving circumstances and financial requirements.

About-Breaker

Our investment selection process encompasses the identification of economic and market trends. In formulating a bespoke portfolio our team will analyse and select the appropriate funds, index trackers, equities, credit instruments, alternative investments and other securities across geographies. This is combined with constant monitoring of both market and operational risk within individual portfolios and across the product range in which we invest to maximise returns for clients.

Where our Discretionary service is deemed to fulfil their requirements, we will manage the portfolio on a daily basis within those agreed objectives and address the needs of clients who wish to ensure they have diversification across sectors, asset classes and managers within their portfolios

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If you would like to discuss more, share feedback or ask any questions, please get in touch with us.