We have never, nor will we ever, hold the assets or cash of our clients. We have the experience, knowledge and facilities to monitor the custodian appointed by the client.
Our investment administration service is fully comprehensive and will be adapted to meet the needs of individual clients. We operate a fully computerised accounting system.
We maintain direct contact with each of our clients on a regular basis. At appropriate intervals we review strategy, provide a valuation and report on action taken and investment performance.
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