Investment advice
What to buy, in what proportion, and when to leave it alone. We research and recommend; you place every trade yourself, from your own account.
Book a 30-minute callWho this is for
- You want to invest in shares and other assets without handing over control to do it
- You have been reading and comparing for months and still have not committed
- You want a second brain on the decision, not a product pushed at you
What is included
- 01Objective and horizonWhat this money is for, when you expect to need it, and how far it could fall before you would sell. Written down first, because every later recommendation is measured against it.
- 02Asset allocationHow much in equities, how much elsewhere, and why. The one decision that drives most of what a portfolio does over the period you are investing for.
- 03Specific recommendationsNamed instruments with the reasoning behind each: what it does in the portfolio, what it costs to hold, and what would make us change our mind about it.
- 04Execution notesOrder types, position sizing, and how to phase entries so you are not making one large decision on one arbitrary morning. You place the trades; we tell you exactly what to place.
- 05Ongoing reviewScheduled reviews against the objective, with drift thresholds agreed in advance so rebalancing is a rule rather than a mood.
- 06A named adviserThe same person throughout, reachable directly. Not a queue, not a call centre, not a relationship manager who rotates every eighteen months.
What this looks like in practice
A software engineer with cash piling up in a current account for three years, convinced that starting at the wrong moment was worse than not starting, and with no framework for judging what the wrong moment even meant.
We set the objective and horizon in writing, agreed an allocation, and built a phased entry across defined dates rather than judgement calls. Every instrument came with its cost of ownership stated up front.
A portfolio built on a written schedule, and a rule for what to do when markets fall that was agreed before they did.
What it costs
Dimension10% of the gain
There is no separate charge for this piece of work. Nothing. The share of the gain is the whole of it.
The full scale, the minimum, a worked total including broker or platform costs, and our written policy on retrocessions all sit on one page.
See the fee scaleQuestions
Do you place the trades for me?
No. You hold the account and you execute. We tell you precisely what to do and why; the button is always yours. That is what keeps your money entirely under your own control.
What if I disagree with a recommendation?
Then you do not act on it, and we would rather hear why. A recommendation you cannot defend yourself is one you will abandon at the worst possible moment.
Do you get paid by the products you recommend?
Our policy on third-party payments is published on the fees page in writing. It applies to every client and every instrument, not case by case.
Related work
- 02Portfolio reviewA second opinion on what you already hold: what it actually costs you, what it is really exposed to, and what you would not buy again today.
- 03Building a first portfolioFor money that has sat in a bank account too long. What to open, what to buy, in what order, and how not to undo it in the first bad month.
- 06Tax-aware investingSwiss investors are taxed on wealth and on income, not usually on capital gains. Build a portfolio that ignores this and you hand over returns you never had to.