Consultation and Solutions

It is important to us to forge a good relationship with each of our clients in order to have a better understanding of their needs and objectives. One aspect of this will be the investment brief which forms the basis for the service we provide and is crucial for its success.

The brief is constructed following a detailed analysis of the client’s requirements, assets, objectives and preferences. If a client’s circumstances change, a revised brief will be agreed and put into place. If a client has tax-based structures – such as trusts or offshore companies – already in place, we will liaise with their professional adviser(s) to ensure that the appropriate dialogue is maintained.

Having established what the client’s objectives are, and these could include income, capital growth, tax efficiency, accessibility plus others, or combinations of these, we will analyse the requirements in order to present suitable solutions.

We ensure on an ongoing basis that client objectives and interests continue to be met. This includes monitoring investment activity, asset allocation and actual results to ensure that the strategy is maintained in line with client expectations. Adjustments to the portfolio strategy to meet changing needs or market conditions can be made in consultation with the client.

Solutions:

Our investment managers are selected from some of the most prestigious and respected private banks and investment houses as well as some highly successful niche operators. The volume and importance of our business with them is a distinct advantage to ICD London clients. We can provide guidance to clients on the selection of suitable managers, as well as added value in other important areas, which we can discuss with you.

Portfolios will be managed according to the stated investment objectives, using investment management techniques designed to achieve optimum performance. This can be done on either a full discretionary or advisory managed service. Whatever strategy is employed, the management of risk and volatility, corresponding with the expected returns, is a key element of the advice and management that is provided.

We are also able to provide investment strategies that aim to generate positive returns in all market conditions. This has resulted in lower volatility and better returns for our clients. We also develop mutual funds and investment products to meet the needs of our broad client base, and structures that offer efficient access to core strategies in an efficient and flexible manner.

We use prime financial institutions to act as custodian for client’s funds, liaising with both the client and the custodian to effect agreed transactions. Due to our broad range of services, these transactions can include, but are not limited to, investments into agreed funds, bonds, equities, options, currency deposits and others.