60 Cannon Street, London EC4N 6NP
The ongoing review and development of your Investment Policy is an extremely important aspect of the investment management process.
A strong Policy clearly defines your ongoing financial circumstances, investment objectives and sets the parameters and framework for your Investment Managers to work within.
Our team will work with you to clearly explain the choices available and assist you to produce an investment policy that fully communicates your investment needs covering the following key areas:
the process usually takes between one and two months to complete.
£800 to £1,500 plus VAT depending on number of investment managers, portfolios and complexity.