With the expansion of available products and investment strategies in the financial system, it can be a daunting task navigating what is right for you. With interest rates currently at all time lows (and forecast to stay there in the years ahead), coupled with increasing inflationary pressure, many people are finding themselves in the position where the real value of their cash deposits are decreasing year on year.
We believe that the best way to grow and protect your wealth is to firstly ensure that your assets are diversified, and that the portfolio you hold is suited to your personal circumstances.
We offer an extensive range of Lump Sum investment opportunities for our clients, which take into account all their specific requirements. We consider and optimise for factors such as:
- investor investment horizon,
- currency flexibility,
- risk appetite,
- tax efficiency,
- succession planning and
- investment vehicles.
Keeping your wealth exclusively in cash in the current economic environment means that in addition to missing out on potential economic upside, your assets will steadily decrease in value due to inflation, and even negative interest rates in some currencies.