About our clients
Our clients are entitled to hope and trust: hope that future returns will achieve a well-defined objective, and the trust that risks have been made transparent and are well considered.
We
- Encourage clients to adopt a broad view of their wealth, prospects and objectives.
- Encourage clients to make long-term commitments to our investment policies.
- Encourage clients to focus on long-term results.
- Discuss the possibility of behavioural biases such as loss aversion and future regret with our clients.
- Make clients aware of the uncertainty involved in investment decisions.
- Communicate realistic odds of success to our clients.
- Communicate openly and honestly with our clients.
We update our clients when they are likely to be anxious. However, we minimise unnecessary communication, to focus on investment performance.