To book please contact our Client Relationship Manager, Irina Iordanova by email [firstname.lastname@example.org]. We will request a conversation to discuss what you would find of value and to confirm we can - or perhaps cannot - achieve that. Then we will ask for data, and send your free initial list of improvements with supporting briefing notes. If we offer the course, and you accept, we then publish your Workbook and send it together with your Book, and start booking dates.
For investors that qualify we have an initial service that is free and may well prove valuable. We prepare a bespoke and specific list of improvements for your wealth. In addition, we provide a background briefing on the top seven to ten improvements.
This initial offer also serves to inform us whether the course will be of benefit. For a high net worth investor managing £1m, this event will normally add about £200,000 to one's net worth over a period of 10 years. The course fee is £5,000 + VAT, and we offer a guarantee of satisfaction that if it does not provide you with 'value' in your own terms, do not pay.
Attendees say that the course gives them time by releasing them from the need to revisit their decisions. It builds confidence. It provides the basis for a better performance. The long weekend event provides personal coaching, analyses and coaching assistance, together with a formal written Plan, and includes:
- three days at a location that suits you. For those outside Europe, we can deliver our course remotely.
- the Workbook, modified and with personal analyses just for you
- our Book 'Private Wealth Management'.
- a skilled coach to ensure you understand your options
- a short-list of stockbroker and private bank accounts selected by our research and your preferences and without any financial connection to ourselves
- a written Wealth Decisions report containing the analysis of each decision point and your decision and the expected effect
- UK tax return planning and completion for minimal tax that year
Who should attend
Any high net worth investor with more than 250k in free assets with a UK connection and an intention to resolve their specific wealth management decisions. Our initial service is open only to those people we make the offer to.
Each weekend will cover the following Chapters: -
► Outline - your outline solution to accumulate sufficient wealth and then to deplete it with most income, safely.
► Portfolio Strategies - the asset allocation that achieves most return for the optimum risk you have chosen; our select choice of wrap accounts with stockbrokers and private banks that provide the on-going service that you need at a reasonable and efficient cost; custody and balance sheet risk considerations for your chosen bank. We include tactics - when to buy and when to sell, applied to your own existing portfolio to test the rules in practice and to implement; best buys research and a discussion of current buy opportunities resulting in an agreed discipline for deciding engagement, dealing rules, timing rules and reporting requirements.
► Pensions - picking through your existing pensions to remove as many annual charges as we can, bringing them together into one account and deciding the optimum asset allocation for this portfolio; maximising State Pensions, including a consideration of cross border Social Security agreements if required, and any required decisions to optimise your existing occupational pensions.
► Least Tax - how to run the portfolio and your other assets for least tax
► Best broker accounts - create a shortlist of features for your broker or private bank and a personal (and often in person) introduction to your top three
► Annual Wealth Checklist - We help you develop your checklist to use every year to ensure you have covered everything you should and that your wealth is performing at optimum.
You may ask for three references. Many of our private clients are willing to share their experiences personally.-