We recognise that the active management, custody and administration of your portfolio is an integral part of our banking service. The key to our success is our ability to serve our clients in a personal and accountable manner.
Your portfolio will be managed on a discretionary basis, along investment policy guidelines agreed between you and your investment manager and based on your personal requirements, preferences and risk profile. We will help to tailor your investments to meet your needs.
We realise too that your needs may change and your manager will stay in close contact with you to ensure that your portfolio always takes account of your personal circumstances. Ideally we like to meet our clients on a formal basis at least once a year.