Latest Articles

  • The Savvy Shopper 2010 24th August 2010
    I published my first Savvy Shopper article last summer and was delighted with the number of emails I received thanking me for the tips and... read
  • The versatile portfolio manager 11th August 2010
    A myth often observed by investors is that in order to spread your risk into more sophisticated investments and alternative strategies... read
  • Having the Midas touch 2nd August 2010
    This month, I am taking a look back at one of the investment recommendations I made last year (not once, but twice). A number of readers... read
more articles...
"It is widely known that diversifying your holdings as much as possible can be a good idea, and investing your money across different regions is an excellent place to start."
Mark Hollingsworth, Malta Sunday Times, March 2006

The Process

We offer an investment advisory service, which means that no investment decisions are made on your portfolio without your full consultation and agreement. Our approach is designed to give you peace of mind, knowing that you retain control of your portfolio but are always fully supported by our ongoing advice.

In order to construct a suitable investment portfolio, the first priority for our fully trained financial advisor will be to get to know you and to understand your short and long term investment objectives. Only after these have been identified, can we provide solutions to your investment requirements. But our support does not end there. Once we have created your investment plans, our rigorous research and review processes allow us to recommend changes quickly and efficiently.

Our aim is to maximise your investment returns, so we will give you the right information at the right time. Our focus is on helping you take full advantage of new opportunities.

We give you confidence knowing that your portfolio is being well managed. We stay in touch with you - and we welcome your contact with us.