Profiling is a vital component in planning a portfolio, so regardless of your current provider or individual holdings we offer free of charge a totally impartial, no obligation analysis service that will allow you to evaluate whether your portfolio is what you think it is or not. We will take in to consideration what you perceive your existing risk profile to be and how that matches the profile of your portfolio.
Factors include the purpose of the portfolio, currency exposure, asset allocation, suitability and quantitative filtering to establish the status of each holding against its respective peers. Estate planning, tax mitigation and retirement planning goals can also be included to give a complete picture of your current and projected financial health situation.
Elgin AMC is a trade name of Numisma Capital Ltd, authorised and regulated by CySEC (License Number 122/10).