Some of our clients want to grow their wealth and generate an income at the same time.
With a careful understanding of your needs, your investment manager will tailor an investment portfolio to achieve these two goals. They will carefully select assets designed to increase in value steadily over time in order to achieve growth, while selecting assets that generate a good level of income.
Your investment manager will discuss with you how much you want to take as income and how much you want to re-invest to boost growth.
Here are some examples showing where income and/or growth can be generated:
Your dedicated investment manager will create a tailored portfolio based on different factors including your investment goals and attitude to risk. They are supported by a well-resourced research team, tasked with identifying superior investment opportunities.
Come and see us so we can start working to get you closer to your personal financial goals.
A wider perspective on events and pressures affecting global politics and economics. We look at events of the last month and our expectations for the next.
Enjoy articles and infographics from our expert research team, as they discuss their predictions and the rationale behind their investment picks this month.