A
Close Look
A full discretionary investment management service, for those with
substantial sums to invest, Close offers a highly personalised service,
with direct investment into equities, bonds and alternate investments.
Personal Service
You will be introduced to your own Investment Manager, who will
take personal responsibility for developing your portfolio.
It is through the development of this personal relationship
that your Investment Manager can gain a better understanding
of your
personal investment requirements.
Tailored Investments
Once your Investment Manager has developed a clear understanding
of your overall financial circumstances and investment objectives,
an investment proposal (around which your portfolio will be based)
will be developed, based on the following:
- time horizon
- income requirements
- risk tolerance level
- performance expectations
- base currency
- preferences for certain types of investments
and markets
- overall financial position and other investments
- liquidity
requirements
Once you have approved your investment proposal, your Investment
Manager will produce your Client Agreement. This will be reviewed
on a regular basis to make sure that it continually suits your investment
requirements.
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