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We can advise individuals and companies on their investments. The traditional asset classes of investments which investors invest in either directly or through funds would comprise :

  • Cash or deposits
  • Bonds issued by a Government, public authority or company
  • Equities (ie shares quoted on a stock exchange)
  • Property (eg commercial property)

In addition investors may invest in what is referred to as altenrative asset classes such as :

  • Private equity ie shares in unquoted company
  • Precious metals e.g. gold and silver
  • Foreign currencies e.g. holding foreign currency as an investment in the hope or expectation that that currency will appreciate in value relative to the investor's home currency (e.g. Euro)
  • Derivatives which are investments whose value is derived from other types of investments


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