Business
Wealth Management
At London & Oxford we are focused on preserving value and the sustained growth of our client’s wealth. We design investment strategies that encompass all asset classes globally and after careful consideration of what our clients want, we tailor a unique portfolio that reflects a client’s risk appetite and alongside stated objective.
STEP 1:
The first step is to understand you. We look at your financial situation, which helps us understand the risk you’re able to take. We look at your financial goals, which define the returns you require. We look at your financial personality, which dictates the risk you’re willing to take. And finally, we look at your values and interests, which reveal the type of investments and opportunities you may consider. Taking these points into account, we ask five questions to guide us in finding the right investment strategy for you:
- What do you want to accomplish in your life?
- Who are the people that matter most to you?
- What do you want your legacy to be?
- What are your main concerns?
- How do you plan to achieve your life’s vision?
STEP 2:
BUILDING YOUR FINANCIAL PLAN
The second step is to turn your goals into a plan including:
- Risk
- Liquidity
- Longevity
The planning approach is a systematic way of making your goals more tangible and identifying the investment strategies you should consider. A risk strategy defines the suitability of financial products and instruments to meet your financial goals. A liquidity strategy is designed to fund expenditures and meet liabilities for the next two to five years.
A longevity strategy helps you meet your financial goals for your investment period.
STEP 3:
CHOOSING AN INVESTMENT STRATEGY
The third step is to set you up with an investment strategy that will help you achieve your financial goals and stick to your plan. Our standard global strategic asset allocation – designed for investors who seek a balanced approach to protecting and growing their wealth over time – aims to efficiently generate returns for a target level of risk over the course of an economic cycle. It benefits from diversification across regions and invests in traditional liquid asset classes such as bonds and equities, as well as alternative asset classes like real estate and technology VCs. But we also have other strategies depending on investor goals and preferences.
STEP 4:
CREATING CUSTOMISED SOLUTIONS
Now that we understand your dreams, ambitions and needs well, investing right could help you meet or even exceed them. Our experts will support you in creating a portfolio that aims to deliver the returns you expect – all in line with your financial plan and risk tolerance. We appreciate that every investor is unique. We will work with you to find the solution that suits you best.
