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We are investment advisers first and foremost, and one of the most important parts of our job is to offer clients ongoing management of their portfolios within a competitive cost structure, with the minimum of administration, and within a secure jurisdiction. 

We offer the full range of management services:

Cash / Bonds / Guaranteed Funds / Property / Hedge / Equities


Yen / Euros / Pounds Sterling / US Dollars / Swiss Francs


Cautious / Balanced / Market / Adventurous / Speculative

 

Investment portfolios from €100,000 or US$100,000 or £50,000

Bespoke service from €250,000 / US$250,000 / £150,000

 

All portfolios are risk graded and diversified where appropriate across the four main areas of diversification:  fund house, currency, geographically, and market sector


 


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