The holy grail for all investors is a reliable portfolio that to all intents and purposes takes care of itself, just the right combination of investments that you can sit back and it will make you a healthy profit month after month, year after year.
Unfortunately, this is simply not realistic – change is the only constant, the markets shifts perpetually, vigilance and forethought are vital, and you need all of the facts in your possession to maximize the growth of your capital.
Fortunately, there are people who have made it their life’s passion to master that art, and they are prepared to take onboard all of the work and responsibility for administering your portfolio, leaving you to all intents and purposes in the ideal situation described above.
Hepburn Investment’s client advisors average over a decade of industry specific experience each and so have seen the market throughout all of the changeable conditions of those years and successfully guided their clients to achieve continual growth. In this respect our record speaks for itself. We believe our focus on building personal relationships is the factor that gives us the edge in that respect. This may seem counter-intuitive, but without our clients trust the whole machine grinds to a halt. There have been times, during adverse market conditions, where it has taken a real leap of faith for some of our clients to see the wisdom in our advice. Without the firm foundation of trust that had been built over the preceding years the results could have been very different.
In addition to the In-depth market knowledge and investment experience our advisors have, the culture in our office means that the person with greatest expertise on a topic will always get asked their opinion. Which is not to say that others of lesser experience won’t be asked as well. We are all pulling in the same direction, rivalries do not occur, all information is freely shared in-house, and nothing stands in the way of us all achieving the best result possible.
Wealth management is a great deal more than just building a portfolio of investments, and it requires joined up thinking. This is why a personal advisor, operating in an environment of diligence and co-operation is the best of all worlds. He or she will take the time to fully digest your requirements and timescales, and make sure this overview is maintained throughout any consultation on matters where the expertise of others is required.
A single issue such as the best possible jurisdiction in the circumstances for a segregated portfolio can be tremendously complex taken in isolation. But it actually has to be considered in the context of multiple factors relating to the structuring of the client’s investments, and it’s likely that some of these decisions will be being made at the same time. It takes a particular type of mind, and a lot of experience to hold all of these factors in order, and zoom in on the most efficient solution for the client’s particular needs.
Because of our commitment to personal service and relationship building we always maintain strict controls over client levels and ensure no member of the team is overburdened. If you are speaking with a Hepburn Investment advisor, you can rest assured that you have one hundred percent of their attention, they won’t be partially occupied with another client’s issues, or worried about a backlog of work.