General Content

Rebalancing Your Monies

We only use leading fund managers who pass our rigorous selection criteria. An independent investment committee monitors the activity of the selected fund managers to ensure that they are investing your money as they have said they will.

We will ensure that your investments are rebalanced, where appropriate – so that over time your investments do not drift away from what we have agreed with you.

We can provide ongoing updates regarding the performance of your investments and can agree a scheduie of regular reviews in the style and frequency to suit you.

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