MC Global Advisory Management service is suited to clients who wish to take an active interest in their investments but feel they would benefit from supplementary guidance and assistance with construction, deployment and the ongoing monitoring of an investment portfolio.
Advisory clients have the same degree of access to the same investment and portfolio managers as do clients of our Discretionary Management service but, while our professionals still identify opportunities and assets they feel would be suited to a client’s portfolio, they must obtain authorization before they can go ahead and execute an investment decision.
They are on hand to provide a “second opinion” in instances where clients may not be sure about opportunities or assets they have identified through their own efforts.
Often, our more experienced clients simply require an execution-only service that allows them to trade in funds, direct bonds, global equities and currencies.
MC Global charges are extremely competitive and revolve around:
Client contract notes and detailed trade ledgers can be made available upon request.
MC Global bespoke discretionary investment management services have proven particularly attractive to those people who prefer to be kept up-to-date with their investments, but typically do not possess the knowledge or skill to manage their portfolio effectively. Usually, this is owing to a lack of time or, perhaps, a preference for other activities like traveling or retirement.
This most comprehensive of services can be tailored to match your exacting requirements, goals and time horizons. For example, a portfolio can be built with regular redemptions in mind to, for instance, pay for children’s tuition fees or to provide additional income to supplement an annuity. It can be constructed with an increased risk profile in order to achieve enhanced levels of capital appreciation for when it may be required at some point in the future.
Investments will be managed by a qualified investment manager that the client authorizes to make investment decisions on his or her behalf.