Protection and Performance
Protection and Performance – the wholly grail of investing for most people. In today’s world of non existent bank returns and collapsed pension funds.
But how do you work through the number of ideas proposed in front of you to ensure the risk is lower than that of your currently collapsed fund, the returns are reasonably deliverable and that, perhaps most importantly, the firm you engage with are reputable and will act in your best interests, following appropriate legal standards and processes.
Regulation - protection
The last one, protection, is perhaps the easiest to deal with. It comes down to assessing the skills and capability of the firm and its people. This is perhaps most easily evaluated by looking at the Regulatory status of the firm. For ease of understanding, for parties to be regulated by the Financial Conduct Authority (FCA) within the United Kingdom you know that the firm and its Directors have all been assessed to ensure their capability and experience and that the quality of business: its systems and processes are sound. Berkeley House Capital is one such firm.
Organisations that are not regulated beg additional questions: primarily why would they not wish to have the scrutiny and integrity of regulation?
Performance
The question of performance is a wider issue. As we’ve seen the traditional forms of higher return in investments have not proven to be good. Many investors income or pension funds are now under water and unlikely to deliver the returns needed in the next 24 months or so.
This brings us to the Alternative Asset market. This market is only for High Net worth, sophisticated investors and corporates.
The alternative Asset market incorporates commodities for example gold, silver and other precious metals, plus foreign exchange – the most liquid investment market in the world.
Accessing it at the right level is another ball game. Whilst account’s can be opened to trade oneself, without the specific knowledge and skills it’s a step in to the unknown. Accessing the market utilising the skills of regulated alternative asset management companies is another far more secure route to endeavour opening up the potential for higher returns.
This has several key benefits it seems:
1. Higher potential returns
2. Utilising the skills, knowledge of experienced parties
3. Simple product types available to access the market: corporate loans, bonds, funds each offering differing risk profiles.
It seems to us with the market as it is those seeking higher returns might do well to consider these products and markets.
If you are a Wealth Manager, IFA, Family Office or Finance Professional and would like to know more about our investment products and/or services, send us and email to arrange a convenient time to discuss.
If you would like to discuss any aspect of this note please feel free to email: charlotte@berkeleyhousecapital.co.uk and one of the team will be very happy to arrange call with you.
www.berkeleyhousecapital.co.uk
12 Hay Hill, Mayfair,
London. W1J 8NR
United Kingdom
+44 (0) 207 863 7507
1. Berkeley House Capital is an Appointed Representative of Alternative Asset Management Ltd which is authorised and regulated by the Financial Conduct Authority (No. 450404). Not all of our activities are regulated by the FCA, further details are available from us on request.
Disclaimer
This email is intended solely for finance professionals, if you have received this email in error please inform us.
Neither this email nor any information contained within it constitutes investment advice or an offer or solicitation to sell in any jurisdiction in which an offer, solicitation, purchase or sale would be unlawful under the securities law of that jurisdiction. The material contained within is purely for information purposes and its accuracy cannot be guaranteed. Investments may go up or down in value and you may lose some or all of the amount invested. Past performance is not necessarily a guide for the future. Returns from investments are at risk in the event of any of the institutions who provide securities for these products default on their financial obligations. Any decision to invest should be based on the information contained in the relevant term sheet or prospectus (and any supplements there to) of the relevant product which includes information on certain risks associated with an investment.Under the General Data Protection Regulation (GDPR) (EU) 2016/679, we have a legal duty to protect any information we collect from you. Information contained in this email and any attachments may be privileged or confidential and intended for the exclusive use of the original recipient. If you have received this email by mistake, please advise the sender immediately and delete the email, including emptying your deleted email box.