For Private Investors and Their Families
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To preserve the value of wealth for our global client base as we seek to protect invested assets.
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Our financial planning specialists work with clients whose circumstances are often very different from one another.
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The Client Experience
A more targeted approach to the important management of their future financial security.
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Tailored to Meet Client Specific Needs
Working closely with the professionals of The Adam Group, clients are provided with advice and implementation of investment management services that are geared towards the specific requirements and aspirations of each client under our care.
Discretionary Investment Management Services
Our financial services are designed around a process that seeks to develop an in-depth understanding of the unique investment objectives of each client under our care. We look at present circumstances whilst helping clients to determine a series of realistic goals in consideration of their financial capabilities, day-to-day lifestyle requirements and long-term objectives.
With this information as the base of a personalized client investment profile, strategies are developed and expectations are formed as we help clients to create a secure financial future.
The Adam Group discretionary investment management services present a number of benefits for private investors who prefer to delegate their investment responsibilities to our dedicated team of specialists:
- Development, implementation and execution of a personalized investment strategy
- Targeted performance expectations to realize lifestyle ambitions
- Investments managed to align performance with market fluctuations
- Direct and unrestricted access to a dedicated, qualified investment portfolio manager
- Access to global tax advice and capital gains planning
- Continual performance update, commentary and communication
Advisory Management Services
The Adam Group advisory management services offer an opportunity for clients to take a more active role in the investment decision making process. Most clients choosing to avail our advisory services have a sophisticated knowledge of how markets work and how their investments are positioned to realize predetermined goals.
As advisor and client, we work together as existing objectives and investment strategies are assessed and adjusted to maintain better alignment of performance with respect to tax related efficiencies and the improvement of risk-adjusted returns. Our advisory services seek to provide realistic recommendations that may not have been previously considered by the client.
The value in this service is that the client is provided with detailed information and one-to-one commentary of how that information can be implemented to achieve more favorable outcomes. With our guidance, clients are able to make their own investment decisions and have much greater control over their capital distribution processes.
With our advisory service, clients have the option to delegate the acquisition, sale and ongoing administration to a dedicated account manager. Whilst advice and recommendation is provided by a qualified investment specialist, advisory clients are also provided with direct access to an administrative specialist who remains responsible for maintaining transaction records and for providing detailed reports.