Individually crafted Wealth Management

Transcription

1 Individually crafted Wealth Management PAGE 1

2 For clients that want to preserve wealth and achieve measured growth, Algonquin provides the ultimate service. Welcome to Algonquin International Limited, a fully independent, innovative and discrete firm of private wealth managers based in Guernsey. Algonquin is a privately owned client-oriented practice renowned for delivering exceptional levels of personal service and for marrying innovative, creative thinking with a conservative approach that targets consistent results for our clients expectations. Built on strong foundations PAGE 3

3 As a private company with a wholly autonomous management we are free to recommend the strategies and products we believe to be the most effective solutions for you. Working independently Algonquin does not accept front-end commissions; an approach which is unusual in our industry, we strongly believe this is important for our clients, who value true independence. We do not promote our own investment products; we source the best solutions and offer an impartial service on best advice principles. For us it is essential that there is no conflict of interest when it comes to selecting the best available products from only the first class providers in the market. This is how we build honest, long-term relationships with our clients. PAGE 5

4 Our culture blends conservative investment policies with a proactive approach and has proved highly successful in the generation, management and protection of wealth for our clients. Creating and preserving wealth Algonquin conservatively manages wealth for a select number of clients, preserving capital whilst planning for safe, long-term growth. We are open, transparent and treat all of our clients fairly and equally. We are intent on establishing trust and building long-term relationships which will enable us to understand your evolving needs. In order to achieve this we keep client/advisor ratios low and maintain direct and frequent communication. These principles are at the foundation of our decisionmaking and the way we develop relationships. They have resulted in a company focussed on, and able to deliver excellence to our clients. PAGE 7

5 At Algonquin we believe effective wealth management calls for continuous vigilance and accordingly devote much of our time to research. Precise attention to detail Our clients benefit from the combined experience of our investment professionals and, to compliment this Algonquin is free to access a complete range of independent research and analytical sources. We continually evaluate portfolios and use current and accurate information to adapt quickly to changes in the economic and market environment, ensuring clients investments remain secure. Our strong focus on analysis and research enables you to benefit from some of the highest quality performance and portfolio information available. PAGE 9

6 Solutions shaped to your needs Each client is unique with varying financial and lifestyle needs. Algonquin has no pre-determined portfolio models, we pride ourselves in our ability to tailor your needs into a bespoke investment solution designed to deliver the results in line with your expectations. As your values, aspirations and goals change over time so will the focus of our investment advice. Whether the emphasis is more on wealth preservation or growth, we are able to adapt to any change in your circumstances. The combination of our investment skills and this highly personal service enables us to act in your best interests at all times. Algonquin has developed deep, long-term relationships with our clients over many years. PAGE 11

7 Forging relationships By providing quality information Algonquin empowers clients to make informed decisions. For those with existing financial advisors, accountants, tax or legal professionals, we will, through open dialogue, work with them to complement their advice. Algonquin are attentive to your unique needs and with reference to you and your advisors will look after your interests every step of the way. Your level of involvement in the investment process is at your discretion and regular dialogue is welcomed. You will have direct access to the personnel managing your investments empowering you to make informed decisions. PAGE 13

8 Guernsey Guernsey is a long established, well regulated and internationally renowned finance centre located in the Gulf of St Malo, approximately 30 miles west of France and 60 miles south west of the UK. The island is English speaking and has its own, non-party, democratically elected parliament. Guernsey enjoys relative stability and full fiscal autonomy in both tax and regulatory matters. Contact details: T +44 (0) E admin@algonquinint.com W Suite 8 Pollet House Lower Pollet St. Peter Port Guernsey GY1 4NU Algonquin International Limited is licensed by the Guernsey Financial Services Commission PAGE 15

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