Investment Opportunities
Many of our clients simply don't have the time to manage their own investment portfolios, or are put off by the daunting prospect of dealing with stockbrokers and investment companies. We also find that many want to invest in property or other asset classes as part of a pension scheme, but don't understand all the regulations involved.
At FGS our wealth management team provides independent and practical advice on sound investment strategies. We:
- Turn this complex area into manageable and understandable components
- Identify new asset categories for consideration by clients
- Liaise closely with experts in our taxation division to ensure that you benefit from the most tax-efficient investment structure (e.g. pension fund)
- Devise an investment strategy tailored to each individual’s specific short, medium and long term needs
When devising an investment strategy, we start by carrying out a full financial review of your current position, culminating in what we call a “Net Worth Statement” – a really important tool for financial planning.
We discuss your current and expected income taking taxation into account. We also discuss your previous investment experience and identify your attitude to risk. Finally we work with you to identify your financial goals and objectives.
This is then used as a basis for selecting an appropriate investment strategy and dealing with the various service providers.
Private equity investment opportunities
Our wealth management team also works closely with our corporate finance and property divisions, and when interesting investment opportunities arise they are carefully reviewed for their suitability as private equity investment opportunities for our clients.
At all times, our underlying and fundamental approach is to act in the best interests of our clients
Our approach has proved very popular with clients, to whom we have presented several interesting investment opportunities, including:
- Syndicated property transactions,
- An environmental technology fund
- An investment opportunity in media
In assessing these opportunities, our experts review and consider a wide range of factors including the market, financing requirements, competition – and the level of expertise of the management team.
Related links
For details on services related to wealth management and investment opportunities, go to the following pages: