Financial Services
Financial Services Professionals
Over recent years Artorius have managed the financial affairs of a very senior Financial Services Professional, who spent 20 years at the very top of the Financial Services industry. Our involvement has ranged across the clients entire balance sheet and has included areas such as:
Credit Structuring – advising on the level, type and format of long term property finance
Cashflow management – including the sourcing of best in class interest rates as well as the risk management of underlying institutions
Consolidation of multiple pension arrangements into one simple to administer pension pot that now offers far better investment choices and returns
Pulling together many disparate investments into one co-ordinated portfolio
Designing an overall asset allocation to meet the clients net return objectives in as low a risk profile as possible
FX overlays to manage the FX risks associated with assets held in the UK, Europe and USA
Annual tax efficient investments to mitigate high ongoing employment taxes via EIS, VCTs, ISAs, Pensions & Investors Relief
Offering investment flexibility via a combination of “hands-off” investment management, and much more “active” investment consultancy, allowing the client to dictate his level of involvement
Overall, thankfully a very satisfied client judging by his personal comments, increasing mandate and the multiple referrals he has made to us - many of whom have become clients.