We provide tailored, wealth management solutions with a single, readily accessible point of contact.
We do this through four distinct services:
We will provide you with advice on investment strategies and specific investment ideas that deliver returns which are commensurate with your risk appetite and investment goals. We will support you throughout each step of the investment process, communicating our investment rationale for each investment proposal. We will provide ongoing support through comprehensive monitoring and client reporting.
Kesbridge Capital offers a discretionary service to clients who may prefer us to manage their assets on a day-to-day basis without being actively involved. The same process that is implemented with an advisory service applies here; from initial risk assessment and profiling to ongoing suitability reviews, as well as portfolio performance reviews to ensure that the portfolio is in line with the mandate agreed.
The only difference here is that Kesbridge Capital will determine what securities to buy and when to sell. This service type assists clients in taking away time consuming day to day decision making.
We do not provide any investment advice; this service provides the client with full control over their transactions. Unlike an advisory or discretionary managed portfolio, the execution only service will not consider your financial situation before executing trading instructions. In other words, we will not have an opinion on whether the trade is a good idea or whether it is right for you, so the onus and risk of the transaction remains with the client.
Non-Discretionary Advisory
To serve you in a more efficient and effective way, the firm will be given access to your accounts by means of issuing a limited Power of Attorney. In such case, the final decision to invest will still remain with you.
We will provide you with advice on investment strategies and specific investment ideas that deliver returns which are commensurate with your risk appetite and investment goals. We will support you throughout each step of the investment process, communicating our investment rationale for each investment proposal. We will provide on-going support through comprehensive monitoring and client reporting.