Your personal adviser leverages the data resulted from the decisions of the tactical asset allocation committee, ranging from investment selection to preferred asset categories, and corporate governance. Aaron Brett’s team of trading specialists convene on a regular basis review the investment landscape and discuss the various opportunities and risks that they have uncovered.
Personal advisers take part in the trading strategy formulation process; from reviewing a company’s historic performance and future development plans to a thorough analysis of external research and investment themes. The strategy formulation process is vital to making informed decisions; however your individual goals remain our primary focus.
Given our mission to ensure your financial success, Aaron Brett typically invests in companies that display high standards in terms of corporate governance due to the fact that they prioritize shareholder interests. We carefully select the companies that we invest in by overseeing their business practices, policies and board decisions.