loading...

Services

Getting to know you: what makes you tick?

How much does personal understanding matter in the world of investment? We say it matters more than anything else.

Of course it is partly a question of understanding the facts. What is the source and origin of your wealth? What other investments do you currently hold? What tax issues are you dealing with?

But these facts represent no more than half the story – arguably much less. The other part is to do with you as an individual:

  • What is your personal background?
  • What family do you have, and what responsibilities do you feel towards them?
  • What cultural or religious ideas are important to you, and affect the ways that you would choose to invest?
  • What risks do you believe you are facing, and to what extent are you comfortable with them?
  • Overall, at the highest level, what are your ambitions and intentions, and how do you envisage your wealth helping you to achieve them?

It takes time to develop an understanding of subjects like these. We will invest as much time as necessary in getting to know you. Only in this way can we be sure that we are able to become trusted advisers, in whom you can place real confidence.

Assessing the most suitable solution: what is the right direction for you

The value of investments can go down as well as up and you may not get back the amount you invested.

How much does personal understanding matter in the world of investment? We say it matters more than anything else.

Of course it is partly a question of understanding the facts. What is the source and origin of your wealth? What other investments do you currently hold? What tax issues are you dealing with?

But these facts represent no more than half the story – arguably much less. The other part is to do with you as an individual:

  • What is your personal background?
  • What family do you have, and what responsibilities do you feel towards them?
  • What cultural or religious ideas are important to you, and affect the ways that you would choose to invest?
  • What risks do you believe you are facing, and to what extent are you comfortable with them?
  • Overall, at the highest level, what are your ambitions and intentions, and how do you envisage your wealth helping you to achieve them?

It takes time to develop an understanding of subjects like these. We will invest as much time as necessary in getting to know you. Only in this way can we be sure that we are able to become trusted advisers, in whom you can place real confidence.

Making it happen: quickly, smoothly, efficiently

The implementation process is the easiest to under-estimate. Once you are ready to invest, you need a service that is ready to take action – especially if you are in the UK for a limited time. The implementation process is the easiest to under-estimate. Once you are ready to invest, you need a service that is ready to take action – especially if you are in the UK for a limited time.

Our process is smooth and efficient, drawing on a total of 150 years of experience spread among our small team. We’re ready to transact – and to make sure that we follow any particular instructions to the letter. (For many clients, for example, there are important security reasons why no investment correspondence should be sent to their home addresses. That kind of instruction could be disastrous to ignore.)

Our process is smooth and efficient, drawing on a total of 150 years of experience spread among our small team. We’re ready to transact – and to make sure that we follow any particular instructions to the letter.

Reviewing your investment’s progress: making sure you stay on course

Investment is a long-term business. The results of any chosen strategy will not be fully apparent for a long time. All the same, it is important to monitor developments and measure progress towards your goals.

It is our responsibility to do this, and to share our analysis with you in ways that are both straightforward and convenient for you. Depending on your travel schedule, it may be easier if we come to report to you in your country of residence. We are more than happy to do this.

Going beyond the investment solution

At Knightsbridge Wealth, we are more than investment specialists. As your London-based financial adviser, we can provide expert support in other areas such as:

  • Property Finance
  • Immigration Services
  • Tax Structuring.

Our Opinion

View Opinions
The UK Budget: Reeves’ mild medicine

The UK Budget: Reeves’ mild medicine

A Budget described as benign is rarely headline-grabbing. No sweeping tax cuts, no sharp spending pivots, no surprises. Yet in the gilt market which is arguably the most…

China’s technology boom

China’s technology boom

China’s stock market is booming, but renewed animal spirits are not yet helping the wider economy. More than $3trn in market capitalisation has been added across mainland…