Investment Advice and Portfolio
With interest rates in the developed world at
all-time lows many people simply want a better return on their savings.
Inflation can erode the true value of savings over the long-term and most
savings rates currently offered by banks will simply not keep pace with the
cost of living.
After you have built a suitable emergency fund and
decided which monies can be set aside for the medium to longer-term, we can
help you build a diversified, tax-efficient and actively managed portfolio to
suit your timeframe, choice of currency and attitude to risk and return.
Fund Research Team
Our specialist investment research team has devised
Model Portfolios' for investors based on their Client Profile'. The team also
provides Spectrum advisers with a Recommended Fund List', which is developed
using very strict criteria. For example we will only recommend assets which are
fully liquid, highly-regulated and well-rated by independent research
This can form the basis of a sound investment
portfolio, tailored for each client. An investment portfolio should be very
well diversified and we can provide access to every major asset class such as
global equities, fixed-interest bonds, commodities, cash and property.
For investors with substantial assets we can help
to choose discretionary fund managers.
Please feel free to contact
us to discuss your own investment requirements or to arrange a review of
your own existing investment portfolio.
Craig has also written some articles on expat
websites on investing, see here..