Investment & Wealth Management

We will discuss and agree with clients a range of themes that might typically include, but not restricted to, some or all of the following:

 

  • Investment objectives
  • Attitude to risk and volatility
  • Capacity for investment loss
  • Taxation treatment of different investment vehicles and position on death
  • Tax efficient investments such as National Premium Bonds and Individual Savings Accounts
  • Investment period
  • Residence and domicile issues and use of offshore investment vehicles
  • Investment experience
  • Investment term
  • Requirements for income and/or capital growth
  • Ethical investment considerations
  • The merits of a ‘Discretionary Fund Management’ service
  • Fund management, reporting and reviews

 

Depending upon needs and services required we may arrange for certain collective investment vehicles to be established, or refer to the services of a Discretionary Fund Manager.

 

 

 

LEARN MORE ABOUT INVESTMENT & WEALTH MANAGEMENT

 

One insurance solution for your global business

SOLUTIONS

 SUBSCRIBE TO OUR NEWS

In2Matrix © 2016. All rights reserved.

 

Submitting Form...

The server encountered an error.

Form received.

IN2MATRIX OFFICES WORLDWIDE

In2Matrix (UK) Limited is a trading style of In2Planning Limited, registered in Scotland, registration number No SC181076. Registered office - 36 Church Street, Inverness, IV1 1EH.

Authorised and regulated by the Financial Conduct Authority. FCA 456198