Wealth Management | Egnatia Platinum Finance

Overview

We begin with a written mandate: what the money is for, when you need it, and what level of loss you can tolerate without changing your plans. Everything after that is execution against that document, reviewed with you at least annually and whenever your circumstances shift.

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Eligibility at a glance

Minimum portfolio size applies and is quoted at the outset
A suitability assessment before any mandate is agreed
Investment services may be provided through regulated partners depending on the mandate

What you get

The detail that matters.

Discretionary management

We manage within the mandate and report to you. Suited to clients who want the decisions delegated.

Advisory service

We recommend, you decide. Suited to clients who want to remain hands-on.

Written mandate

Objectives, horizon, constraints and risk tolerance, agreed in advance and revisited annually.

Transparent fees

An annual management charge quoted as a percentage, with underlying fund costs disclosed separately.

Questions

Answers before you ask.

What are your fees?

An annual management charge based on portfolio value, plus the underlying costs of the instruments held. Both are disclosed in cash and percentage terms before you commit.

Can I set exclusions?

Yes. Sector, geographic and ethical exclusions are written into the mandate and applied at every rebalance.

How often will we speak?

Formally at least annually, and whenever you want. Your relationship manager does not change between reviews.