OFFERED BY OUR PRINCIPAL
Using our experience and the Chelton Capital investment model, our selected partners can help you design and implement a wealth strategy that underpins your goals.
Whether your focus is on generating new wealth or preserving or enhancing existing wealth, with us you can build a wealth strategy that will help you achieve your investment objectives.
Prior to implementing a Multi-System Portfolio on the client’s account, we ask the client to define his account profile, including risk limits, leverage and performance targets. A suitability test in conducted then by our partners in order to ensure alignment between the investment objectives, attitude to risk, time horizon envisaged etc. the financial products previously chosen by the clients.
TAILORED PORTFOLIO MANAGEMENT SERVICE
You will have a single point of contact responsible for providing you with an individual, personal follow up during your profile assessment and while you gather all required data for choosing your portfolio strategy. Upon request and at extra expense, you can also benefit from an additional Financial Advisory service being supplied by our FCA regulated experts. Their inputs will be based on an understanding of your investment portfolio and your financial objectives, obtained through meetings and discussions with you. In any case, you can decide on the level of support and frequency of contact that you feel comfortable with.
However, you will gain far more than just support for your investment decisions, with third party top level key dashboards around asset allocation, updates of specific changes within the market or to particular funds, ongoing analysis of funds, advice on for new investments and alternative market entry strategies.
To maximise the potential for growth across your portfolio, we take a holistic approach. We are regularly screening the market so that we can assist you to gather most valuable information for getting on the right strategy and maximise returns across your portfolio, whatever the market conditions could be.
The result is that you can pursue your investment aims with a greater degree of confidence in times of both market volatility and opportunity.
ALTERNATIVE INVESTMENT STRATEGIES
We have market-leading expertise and experience in selecting alternative investments. We can give you access to globally diversified investment techniques and opportunities which are specially designed to:
✔ Explore different investment solutions
✔ Use diversification to increase performance
We employ a multi-manager approach, using some of the world’s leading alternative investment consultants/managers who have been chosen for their expertise in specific markets. We constantly monitor our managers to ensure that they meet the performance guidelines we set.
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Risk Disclosure: Trading the financial markets on margin carries a high level of risk, and may not be suitable for all investors. Before deciding to open a trading account, you should carefully consider your investment objectives, level of experience, and risk appetite. There is a possibility that you may sustain a loss of some or all of your investment and therefore you should not invest money that you cannot afford to lose. You should be aware of all the risks associated with trading financial instruments, and seek advice from an independent financial advisor if you have any doubts. Read more
Copyright © 2018 Chelton Capital. All rights reserved.
Chelton Capital Limited (FCA FRN 820628) is an appointed representative-introducer of Pairstech Capital Management LLP (FCA FRN 477155) which is authorised and regulated by the Financial Conduct Authority (FCA). Chelton Capital Limited is registered in England and Wales under No: 11493173.