You will work with one investment manager who will help you manage your investments. They’ll contact you whenever there’s something you need to know, for example, if our view of a fund you own changes or there are new opportunities to switch your investments. They will also be available to talk to you about recent events or the economy. The advisor will give you an annual review to ensure that your investment portfolio remains adequate to changing markets.

All advice given will be tailored to you. The investment manager will work with you to understand your investment objectives, time horizon, risk profile, and investment knowledge. They will also ask you about your general finances, tax situation, and other requirements such as generating regular income or investing responsible. With this information, they will recommend a wallet to meet your needs. In addition to your advisor’s skills, you’ll benefit from a wide range of investment knowledge, including highly qualified and experienced research and asset allocation teams.