Hedge Funds, Private Equity & Asset Management Clients
Whilst excellent at what you do, we understand that successful City professionals have time pressures and need professional guidance around their own personal finances.
Our clients working in the asset management, hedge fund and private equity world often cite common concerns when they first approach us. Often these include:
- Lack of understanding on how to mitigate tax on large bonus payments, including share option payouts.
Having spent many years looking after/managing other people’s money, they seldom have had time to look after their own personal wealth. Indeed, when a life event has forced them to surface and consider their personal finances, they wish they’d been more diligent about their personal wealth earlier on in life.
Having several pension pots dotted around with previous employers often left invested in default funds due to time pressures.
Unable to recall which funds their pension assets were invested in.
Little or no idea about how their funds were performing.
Little or no time to consider their overall asset allocation and whether it was aligned to their risk profile and financial timeline.
Limited knowledge of alternative (to pension) tax efficient investment vehicles available to them.