The starting point of our wealth management service is working with clients to understand their long-term financial goals. Only after this do we construct appropriate and tailored solutions designed to meet their expectations. However, while clients’ needs may be unique, there are core features of our service which remain consistent:

• Investment expertise. As part of KuveraXchange Investments, one of the largest active investment manager in the UK*, we offer capabilities normally only accessible to individual and institutional clients
• Breadth of offering. An extensive range of offerings is available including sustainable, responsible and ethical solutions where this is a client consideration
• Exceptional client service. We understand that clients need peace of mind that their assets are being managed diligently and effectively by a team of investment experts. To provide this reassurance, we strive to deliver high levels of client service with dedicated managers committed to continually keeping their clients informed

As part of KuveraXchange Investments, our managers have access to unrivaled levels of expertise and insights from over 1,000 investment professionals located across the world. This not only helps deliver strong investment performance but also enables us to continually adapt client portfolios as needs change.

As every client’s needs are different, we seek to establish their priorities and financial objectives. The factors we consider include:

• assets and liabilities
• attitude to risk
• return expectations
• cash-flow requirements
• investment horizon
• personal priorities

After discussing priorities and investment goals, we will propose an appropriate investment solution. As far as possible, we are able to accommodate particular requirements into the end solution. Over time, circumstances and financial goals will change. We proactively work with clients to anticipate change and adapt their portfolios.