Independent Financial Advisors in London
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Private Office
Private Office Group
Royal Exchange
London
EC3V 3LR
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.
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Market Update week ending 14 June 2024 - EUROPE MOVES TO THE RIGHT
EUROPE MOVES TO THE RIGHT This week we witnessed significant volatility in European markets after nationalist parties made significant gains in the European parliamentary elections. In France, president…
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MARKET UPDATE - Week ending 1 March 2024 USA - CORE INFLATION FIGURES RESUME DOWNWARDS TREND
USA - CORE INFLATION FIGURES RESUME DOWNWARDS TREND This week investors breathed a sigh of relief as US core inflation resumed its downward trend. The Core Personal Consumption Expenditure…
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