Talk to us about your Wealth Management requirements
Private Office Group
9 Ossemsley Manor, Ossemsley, Christchurch, Dorset, BH23 7EE
9, Ossemsley Manor is a satellite office for Private Office Asset Management, from which we service clients introduced to us from Accountancy practices, Law firms, Fiduciaries, Trust firms and high-end IFA’s across the New Forest area. Client meetings are held at the offices of the introducing intermediary partner. We do not hold client meetings at 9, Ossemsley Manor.
Above Benchmark Performance
We consistently produce results above industry benchmarks.
“BACA” – for company funds, charity funds, pension funds, trust settlements and private portfolios that need to be managed very conservatively with personalised targeted returns net of fees, along with capital preservation being the overriding objectives – we are pleased to be able to put together a bespoke Private Office Asset Management low risk “Bespoke Alternative to Cash Accounts” – typically benchmarked against the Bank of England Base Rate + 2%.
We have a consistent and successful track record of protecting capital and providing real returns after inflation (although past performance is not necessarily a guide to future performance).
Ask our financial advisors today about our proprietary low risk Bespoke Alternative to Cash Accounts (“BACAs”) as a potential alternative to some of your cash holdings that may be earning less interest than the annual rate of inflation – and causing your capital to be diminishing in value on an annual basis in real terms. We can tailor the portfolio to your individual specific risk requirements & return objectives.Book an Appointment
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