Benefits for You

Finding the right investment manager(s) for the specific needs of you and your family can be a daunting prospect.

The wealthiest families can afford to set up their own Family Office and employ someone to help them. The majority are simply not wealthy enough to make this a viable option.

Our service will help you:

• Save time
• Save money by negotiating a reduction in the fees and charges which you would otherwise pay or are paying
• Understand the investment industry’s definitions of risk, and how these play such an importantbig part in both the initial structuring of your portfolio and the ongoing management of it
• Ask your investment manager(s) or IFA the right questions. This is not an easy task if you do not work in the investment management industry
• Make better informed decisions
• Accurately monitor the performance of your portfolio and the risk which your manager(s) is/are taking
• Benefit from my extensive experience of working in the investment management industry, knowing that IIC are not trying to sell you either investment advice or investment management
• Better evaluate the performance of your managers. Comparing like for like performance is perhaps the hardest task all investors face.