It is important to us to forge a good relationship with each of our clients in order to have a better understanding of their needs and objectives. One aspect of this will be the investment brief which forms the basis for the service we provide and is crucial for its success.

The brief is constructed following a detailed analysis of the client’s requirements, assets, objectives and preferences. If a client’s circumstances change, a revised brief will be agreed and put into place. If a client has tax-based structures – such as trusts or offshore companies – already in place, we will liaise with their professional adviser(s) to ensure that the appropriate dialogue is maintained.

Having established what the client’s objectives are, and these could include income, capital growth, tax efficiency, accessibility plus others, or combinations of these, SAM will analyse the requirements in order to present suitable solutions.

We ensure on an ongoing basis that client objectives and interests continue to be met. This includes monitoring investment activity, asset allocation and actual results to ensure that the strategy is maintained in line with client expectations. Adjustments to the portfolio strategy to meet changing needs or market conditions can be made in consultation with the client.