Thomas Miller Investment is an independent investment and wealth management firm that provides services to both private clients and institutions. It has teams located in London, Southampton, Birmingham, and the Isle of Man that offer both onshore and offshore investment solutions. The firm uses a disciplined investment process focused on understanding client objectives and employing economic research, asset allocation, stock selection, and portfolio construction to achieve real returns. It provides services such as discretionary portfolio management, wealth management, and collective investment funds.
The document discusses the history and structure of mutual funds. It notes that the first mutual fund was established in Europe in 1774. It then outlines the key participants in a mutual fund structure including boards of directors, sponsors, custodians, investment advisors, transfer agents, and dealers. The document also covers advantages such as diversification and professional management, as well as disadvantages like costs and taxes. Finally, it briefly discusses types of mutual funds and regulations governing mutual funds.
"A bouquet of wealth management"
A dedicated team of Financial Planner, Portfolio Manager and Wealth Manager offering different financial products after proper analysisng risk apetite and time horizon of customer.
Leman Solicitors provides legal services relating to financial services disputes, including advising corporate clients and alternative finance providers in contractual and financial services disputes involving banking, pensions, insurance and funds. They have expertise defending corporate borrowers from actions taken by loan acquiring funds and negotiating settlement agreements. Their experience includes successfully opposing bank actions and advising clients on complex financial instruments and regulations. They provide services to financial institutions, corporate clients, property developers, and investors regarding lending disputes, debt collection, and enforcement matters.
PIMS (Personal Investment Management Service) is an offshore bond that allows you to build an investment portfolio in a tax efficient environment that is dedicated to meeting your needs.
Hexagon Advisory is an independent advisory firm that has over 30 years of experience providing strategic advice and high-quality services to clients. These services include business and financial advisory, transaction structuring, international tax planning, private wealth management, and corporate services. Hexagon has an extensive global network that allows it to offer comprehensive solutions to meet client needs across various industries and geographies.
This document provides information about Bell Potter Securities Limited, a full-service private client stockbroking and financial advisory firm. It outlines the clients they support, ranging from individuals to high net worth individuals. It also describes the services offered, including stockbroking, technical financial advice, superannuation services, portfolio lending, and portfolio administration. The investment philosophy focuses on a long-term approach, diversification, quality and value, and avoiding knee-jerk reactions. It also introduces two advisers, Graham Teague and Nigel Stewart, and provides their backgrounds and contact details.
This document provides information about Carne Global Financial Services Limited and its independent directors. It discusses Carne's code of conduct for independent directors, which outlines their structure for good corporate governance. It also discusses how Carne directors will comply with best practices and avoid conflicts of interest. Carne directors maintain confidentiality, will not compete with clients, deal fairly with all parties, represent shareholder interests, and comply with all applicable laws and regulations. The document emphasizes that Carne directors are experienced professionals who can provide guidance to fund boards and reduce risks for investors. It notes some key advantages that Carne directors provide to funds, including investor assurance, reduced risk, independence, and infrastructure support.
New frontier Advisory Corporate BrochureNew Advisory
New Frontier Advisory is an independent consultancy that helps clients identify alternative investment opportunities globally. They utilize a network of established contacts spanning all continents to find investments that minimize risk while maximizing profits. Their experienced advisors conduct thorough due diligence and understand each client's individual needs, risk tolerance, and goals to recommend suitable investments. New Frontier Advisory focuses on providing security, diversification, and sustainability for investors.
The document discusses the history and structure of mutual funds. It notes that the first mutual fund was established in Europe in 1774. It then outlines the key participants in a mutual fund structure including boards of directors, sponsors, custodians, investment advisors, transfer agents, and dealers. The document also covers advantages such as diversification and professional management, as well as disadvantages like costs and taxes. Finally, it briefly discusses types of mutual funds and regulations governing mutual funds.
"A bouquet of wealth management"
A dedicated team of Financial Planner, Portfolio Manager and Wealth Manager offering different financial products after proper analysisng risk apetite and time horizon of customer.
Leman Solicitors provides legal services relating to financial services disputes, including advising corporate clients and alternative finance providers in contractual and financial services disputes involving banking, pensions, insurance and funds. They have expertise defending corporate borrowers from actions taken by loan acquiring funds and negotiating settlement agreements. Their experience includes successfully opposing bank actions and advising clients on complex financial instruments and regulations. They provide services to financial institutions, corporate clients, property developers, and investors regarding lending disputes, debt collection, and enforcement matters.
PIMS (Personal Investment Management Service) is an offshore bond that allows you to build an investment portfolio in a tax efficient environment that is dedicated to meeting your needs.
Hexagon Advisory is an independent advisory firm that has over 30 years of experience providing strategic advice and high-quality services to clients. These services include business and financial advisory, transaction structuring, international tax planning, private wealth management, and corporate services. Hexagon has an extensive global network that allows it to offer comprehensive solutions to meet client needs across various industries and geographies.
This document provides information about Bell Potter Securities Limited, a full-service private client stockbroking and financial advisory firm. It outlines the clients they support, ranging from individuals to high net worth individuals. It also describes the services offered, including stockbroking, technical financial advice, superannuation services, portfolio lending, and portfolio administration. The investment philosophy focuses on a long-term approach, diversification, quality and value, and avoiding knee-jerk reactions. It also introduces two advisers, Graham Teague and Nigel Stewart, and provides their backgrounds and contact details.
This document provides information about Carne Global Financial Services Limited and its independent directors. It discusses Carne's code of conduct for independent directors, which outlines their structure for good corporate governance. It also discusses how Carne directors will comply with best practices and avoid conflicts of interest. Carne directors maintain confidentiality, will not compete with clients, deal fairly with all parties, represent shareholder interests, and comply with all applicable laws and regulations. The document emphasizes that Carne directors are experienced professionals who can provide guidance to fund boards and reduce risks for investors. It notes some key advantages that Carne directors provide to funds, including investor assurance, reduced risk, independence, and infrastructure support.
New frontier Advisory Corporate BrochureNew Advisory
New Frontier Advisory is an independent consultancy that helps clients identify alternative investment opportunities globally. They utilize a network of established contacts spanning all continents to find investments that minimize risk while maximizing profits. Their experienced advisors conduct thorough due diligence and understand each client's individual needs, risk tolerance, and goals to recommend suitable investments. New Frontier Advisory focuses on providing security, diversification, and sustainability for investors.
Finance Yorkshire is a fund that provides financing to small and medium enterprises (SMEs) in the Yorkshire and Humber region of England. It offers loans from £15k-£150k for established businesses and £15k-£50k for early stage businesses, as well as equity investments from £100k-£2m. The Seedcorn Fund within Finance Yorkshire focuses on technology-based startups, providing £15k-£780k in funding and support. Applicants must be SMEs paying rates in the Yorkshire region or relocating there, with a viable business proposition and ability to generate returns.
De Micco & Friends protects your private and
commercial assets around the world from
unsafe, compromised or blocked locations.
Political and economic situations in some world regions compel wealthy individuals and companies to protect their assets.
Moving or totally relocating far from home is not always desirable. But many of our clients want to minimise risk and increase security by diversifying asset locations.
In some especially troubling situations, this is not about gaining security but about preventing total loss of assets.
DE MICCO & FRIENDS DESIGNS AND
STRUCTURES ALL KINDS OF ASSET TRANSFERS AND IMPLEMENTS THESE WORLDWIDE.
This document advertises a recruitment company that specializes in financial services roles throughout the UK, Europe, Middle East, and Far East. The recruitment fields include financial services sales, investment management, key account/broker sales, para-planning, financial services administration, international investment, international sales, and third party administrators. The company was the first winner of an award for best small financial services recruitment company in the UK in 2006 and was the runner up in 2007.
The German Adler Property Fund invests in the fast-growing German real estate sector, focusing on residential, retail, commercial, logistics, and leisure properties. A large allocation goes towards renovating German listed buildings, taking advantage of tax breaks. The fund is promoted by Dolphin Capital GmbH, an experienced leader in developing, renovating, and reconstructing listed buildings in Germany. The fund aims to achieve a minimum annual return of 10% over five-year periods by selling renovated apartments through established sales agents. Risk is managed by partnering with developers and allocating funds through an advisory team with expertise in different property types and locations.
Safe Harbor Asset Management focuses on protecting investor assets and achieving steady growth rather than quick gains. The company believes risk can be managed through diversification using modern portfolio theory. President Stephen Davis has over 30 years of experience and takes both a scientific and artistic approach to building portfolios. Safe Harbor offers low-cost managed portfolios that have outperformed market indexes and aims to improve returns while reducing taxes for clients.
De Micco & Friends is a global family office and consulting firm that offers comprehensive services for high-net-worth individuals and families, including legal, tax, financial, and lifestyle management services. They provide a single point of contact for clients' needs across the world through their extensive international network. Their global family office model aims to proactively manage clients' affairs rather than taking a more administrative approach.
Our business proposal is to provide our clients with a cost-effective solution to promote their pension plans without having to engage in a legal and administrative structure, significantly increased by recent regulation. This allows them to concentrate exclusively in the marketing activity of their pension plans.
BankofShares
We are an independent Investment Banking Advisory Firm for global midmarket transaction based in Estonia with international presence.
BankofShares is a team of experienced, certified investment advisors who represent businesses of all sizes and types. We promote International Investments in a confidential environment and manage negotiations until a deal is agreed on and closing legalities are finalized, while keeping your interests in the forefront whether representing you as a buyer or a seller.
On 1 October 2015, Bank Degroof and Petercam join forces.
Discover the new independent leader in financial services. Bank Degroof Petercam is a reference independent financial institution, serving private, institutional investors and organizations, based on a history dating back to 1871.
Headquartered in Brussels, we employ 1 400 professionals through offices in Belgium, Luxemburg, France, Switzerland, Spain, The Netherlands, Germany, Italy, and Hong Kong.
Our clients benefit from best in-class services through the unique combination of private banking, institutional asset management , investment banking (corporate finance and financial intermediation) and asset services.
We manage assets of over 50 billion euro for private investors and families, corporates, public and corporate pension funds, insurance companies, governmental and non-profit organizations.
Listing an offshore fund on the Irish Stock Exchange (ISE) provides access to the EU market, increases distribution opportunities, and enhances investor transparency. It allows a fund to attract investors that require investments to be on regulated markets or listed securities. Listing also assists with EU marketing and distribution in advance of obtaining an EU passport. Investor transparency is increased as net asset values and operational data are immediately distributed to information providers. Listing fees on the ISE are competitive, with an annual fee of €2,180 for a single fund. The ISE guarantees reviews of applications within five days initially and two days for subsequent reviews.
Bank Degroof Petercam is a Belgian bank with over 140 years of history that provides private banking, asset management, investment banking, and asset services. It has a presence in 9 countries and over EUR 50 billion in assets under management. The presentation outlines the company's services such as private banking, institutional asset management, investment banking including corporate finance and capital markets, and asset services including fund administration and custody. It emphasizes the company's client focus, expertise, and financial solidity.
This document provides an overview of captive insurance structures and discusses why brokers may set up their own captive insurance companies. It begins with definitions of captive insurance and describes common structures like pure captives and protected cell companies. Specific case studies are presented on how a pure captive could benefit an accounting practice client and how a broker captive could generate additional revenue from profitable business lines. Key benefits for brokers are maximizing control and flexibility while earning profit commissions. Guernsey is highlighted as a leading domicile for captives due to its infrastructure, reputation, and less stringent capital requirements compared to Solvency II.
Dunas Capital Group is a project formed by Spanish and Portuguese ex-CEO’S with wide experience in asset management, banking and insurance sectors, with the objective of becoming the leading independent asset manager in the Iberian Peninsula in the coming years.
To reach market leadership, the Group has set up a professional team with a proven track record and wide experience in different areas in the financial
sector.
This document provides an overview of marketing under the Alternative Investment Fund Managers Directive (AIFMD) in Europe. It discusses the passport for marketing funds throughout the EU, the definition of marketing, approaches to pre-marketing and reverse inquiries across various European countries, and private placement rules. Key points include the ability of AIF platforms to obtain a passport for funds, varied definitions of marketing and different regulatory approaches to pre-marketing and reverse inquiries between countries.
Columbus Equity Partners is an investment firm specializing in private real estate, debt, and infrastructure investments. The document discusses Columbus' experience investing in various types of private real estate and providing services including development, income generation, funding, and advisory work. It outlines Columbus' focus on direct investments in Australia, New Zealand, Singapore, Malaysia, and the UAE. The document also discusses current market dynamics, opportunities, Columbus' advantages including its experienced team and relationships, and introduces two of its principal partners.
Ruffena Capital provides strategic advisory, growth capital, and alternative investment services. It was founded in 2013 by experienced professionals who funded it themselves. Ruffena sources compelling private investment opportunities for its network of private investors, family offices, and funds. It focuses on established businesses seeking £500k to £10m in equity or £1m to £50m in debt financing. Ruffena rigorously evaluates opportunities and structures deals to match investors' risk/return profiles and deliver better returns through greater participation. The firm and its 14-person team have extensive industry experience and contacts to add value to investment projects.
The document discusses ecommerce trends in several countries. It provides data on average spending on ecommerce as a percentage of income in the US, India, and Indonesia from 2014 to present. It also examines the growth of Indonesia's ecommerce market value from 2014 to 2020. The document then outlines key competitiveness factors and metrics for mapping competitors. It closes with proposing the development of predictive search, recommendations based on customer behavior, and customer profiling to increase engagement.
Este documento resume las aplicaciones de las impresoras 3D en el área de la salud como la creación de prótesis óseas, orejas biónicas, vasos sanguíneos y nueva piel. También discute los costos de las impresoras 3D de carbono, las ventajas como la versatilidad y reducción de costos, y las desventajas como la disminución de puestos de trabajo y la vulneración de derechos de autor. El documento concluye que a pesar de los riesgos, las impresoras 3D
Este documento presenta una guía sobre la integración pedagógica de las tecnologías de la información y la comunicación (TIC) en las escuelas. Propone trazar algunos aspectos del mundo actual, analizar claves para incorporar las TIC y oportunidades para generar escenarios de apropiación significativa de las TIC, como mapas conceptuales digitales, webquests y weblogs. El objetivo es reflexionar sobre cómo las TIC pueden utilizarse en beneficio del aprendizaje y la reducción de desigualdades.
Finance Yorkshire is a fund that provides financing to small and medium enterprises (SMEs) in the Yorkshire and Humber region of England. It offers loans from £15k-£150k for established businesses and £15k-£50k for early stage businesses, as well as equity investments from £100k-£2m. The Seedcorn Fund within Finance Yorkshire focuses on technology-based startups, providing £15k-£780k in funding and support. Applicants must be SMEs paying rates in the Yorkshire region or relocating there, with a viable business proposition and ability to generate returns.
De Micco & Friends protects your private and
commercial assets around the world from
unsafe, compromised or blocked locations.
Political and economic situations in some world regions compel wealthy individuals and companies to protect their assets.
Moving or totally relocating far from home is not always desirable. But many of our clients want to minimise risk and increase security by diversifying asset locations.
In some especially troubling situations, this is not about gaining security but about preventing total loss of assets.
DE MICCO & FRIENDS DESIGNS AND
STRUCTURES ALL KINDS OF ASSET TRANSFERS AND IMPLEMENTS THESE WORLDWIDE.
This document advertises a recruitment company that specializes in financial services roles throughout the UK, Europe, Middle East, and Far East. The recruitment fields include financial services sales, investment management, key account/broker sales, para-planning, financial services administration, international investment, international sales, and third party administrators. The company was the first winner of an award for best small financial services recruitment company in the UK in 2006 and was the runner up in 2007.
The German Adler Property Fund invests in the fast-growing German real estate sector, focusing on residential, retail, commercial, logistics, and leisure properties. A large allocation goes towards renovating German listed buildings, taking advantage of tax breaks. The fund is promoted by Dolphin Capital GmbH, an experienced leader in developing, renovating, and reconstructing listed buildings in Germany. The fund aims to achieve a minimum annual return of 10% over five-year periods by selling renovated apartments through established sales agents. Risk is managed by partnering with developers and allocating funds through an advisory team with expertise in different property types and locations.
Safe Harbor Asset Management focuses on protecting investor assets and achieving steady growth rather than quick gains. The company believes risk can be managed through diversification using modern portfolio theory. President Stephen Davis has over 30 years of experience and takes both a scientific and artistic approach to building portfolios. Safe Harbor offers low-cost managed portfolios that have outperformed market indexes and aims to improve returns while reducing taxes for clients.
De Micco & Friends is a global family office and consulting firm that offers comprehensive services for high-net-worth individuals and families, including legal, tax, financial, and lifestyle management services. They provide a single point of contact for clients' needs across the world through their extensive international network. Their global family office model aims to proactively manage clients' affairs rather than taking a more administrative approach.
Our business proposal is to provide our clients with a cost-effective solution to promote their pension plans without having to engage in a legal and administrative structure, significantly increased by recent regulation. This allows them to concentrate exclusively in the marketing activity of their pension plans.
BankofShares
We are an independent Investment Banking Advisory Firm for global midmarket transaction based in Estonia with international presence.
BankofShares is a team of experienced, certified investment advisors who represent businesses of all sizes and types. We promote International Investments in a confidential environment and manage negotiations until a deal is agreed on and closing legalities are finalized, while keeping your interests in the forefront whether representing you as a buyer or a seller.
On 1 October 2015, Bank Degroof and Petercam join forces.
Discover the new independent leader in financial services. Bank Degroof Petercam is a reference independent financial institution, serving private, institutional investors and organizations, based on a history dating back to 1871.
Headquartered in Brussels, we employ 1 400 professionals through offices in Belgium, Luxemburg, France, Switzerland, Spain, The Netherlands, Germany, Italy, and Hong Kong.
Our clients benefit from best in-class services through the unique combination of private banking, institutional asset management , investment banking (corporate finance and financial intermediation) and asset services.
We manage assets of over 50 billion euro for private investors and families, corporates, public and corporate pension funds, insurance companies, governmental and non-profit organizations.
Listing an offshore fund on the Irish Stock Exchange (ISE) provides access to the EU market, increases distribution opportunities, and enhances investor transparency. It allows a fund to attract investors that require investments to be on regulated markets or listed securities. Listing also assists with EU marketing and distribution in advance of obtaining an EU passport. Investor transparency is increased as net asset values and operational data are immediately distributed to information providers. Listing fees on the ISE are competitive, with an annual fee of €2,180 for a single fund. The ISE guarantees reviews of applications within five days initially and two days for subsequent reviews.
Bank Degroof Petercam is a Belgian bank with over 140 years of history that provides private banking, asset management, investment banking, and asset services. It has a presence in 9 countries and over EUR 50 billion in assets under management. The presentation outlines the company's services such as private banking, institutional asset management, investment banking including corporate finance and capital markets, and asset services including fund administration and custody. It emphasizes the company's client focus, expertise, and financial solidity.
This document provides an overview of captive insurance structures and discusses why brokers may set up their own captive insurance companies. It begins with definitions of captive insurance and describes common structures like pure captives and protected cell companies. Specific case studies are presented on how a pure captive could benefit an accounting practice client and how a broker captive could generate additional revenue from profitable business lines. Key benefits for brokers are maximizing control and flexibility while earning profit commissions. Guernsey is highlighted as a leading domicile for captives due to its infrastructure, reputation, and less stringent capital requirements compared to Solvency II.
Dunas Capital Group is a project formed by Spanish and Portuguese ex-CEO’S with wide experience in asset management, banking and insurance sectors, with the objective of becoming the leading independent asset manager in the Iberian Peninsula in the coming years.
To reach market leadership, the Group has set up a professional team with a proven track record and wide experience in different areas in the financial
sector.
This document provides an overview of marketing under the Alternative Investment Fund Managers Directive (AIFMD) in Europe. It discusses the passport for marketing funds throughout the EU, the definition of marketing, approaches to pre-marketing and reverse inquiries across various European countries, and private placement rules. Key points include the ability of AIF platforms to obtain a passport for funds, varied definitions of marketing and different regulatory approaches to pre-marketing and reverse inquiries between countries.
Columbus Equity Partners is an investment firm specializing in private real estate, debt, and infrastructure investments. The document discusses Columbus' experience investing in various types of private real estate and providing services including development, income generation, funding, and advisory work. It outlines Columbus' focus on direct investments in Australia, New Zealand, Singapore, Malaysia, and the UAE. The document also discusses current market dynamics, opportunities, Columbus' advantages including its experienced team and relationships, and introduces two of its principal partners.
Ruffena Capital provides strategic advisory, growth capital, and alternative investment services. It was founded in 2013 by experienced professionals who funded it themselves. Ruffena sources compelling private investment opportunities for its network of private investors, family offices, and funds. It focuses on established businesses seeking £500k to £10m in equity or £1m to £50m in debt financing. Ruffena rigorously evaluates opportunities and structures deals to match investors' risk/return profiles and deliver better returns through greater participation. The firm and its 14-person team have extensive industry experience and contacts to add value to investment projects.
The document discusses ecommerce trends in several countries. It provides data on average spending on ecommerce as a percentage of income in the US, India, and Indonesia from 2014 to present. It also examines the growth of Indonesia's ecommerce market value from 2014 to 2020. The document then outlines key competitiveness factors and metrics for mapping competitors. It closes with proposing the development of predictive search, recommendations based on customer behavior, and customer profiling to increase engagement.
Este documento resume las aplicaciones de las impresoras 3D en el área de la salud como la creación de prótesis óseas, orejas biónicas, vasos sanguíneos y nueva piel. También discute los costos de las impresoras 3D de carbono, las ventajas como la versatilidad y reducción de costos, y las desventajas como la disminución de puestos de trabajo y la vulneración de derechos de autor. El documento concluye que a pesar de los riesgos, las impresoras 3D
Este documento presenta una guía sobre la integración pedagógica de las tecnologías de la información y la comunicación (TIC) en las escuelas. Propone trazar algunos aspectos del mundo actual, analizar claves para incorporar las TIC y oportunidades para generar escenarios de apropiación significativa de las TIC, como mapas conceptuales digitales, webquests y weblogs. El objetivo es reflexionar sobre cómo las TIC pueden utilizarse en beneficio del aprendizaje y la reducción de desigualdades.
TeamViewer permite el acceso remoto a otros ordenadores desde cualquier dispositivo con conexión a Internet. El documento describe los pasos para instalar TeamViewer, incluyendo aceptar los términos, configurar el acceso remoto, y ver el ID personal asignado. Una vez instalado, el usuario puede conectarse remotamente a otro ordenador usando su ID, controlar el ordenador remoto y transferir archivos entre los dispositivos.
Este documento resume las características y funcionalidades de la aspiradora robot Neato Botvac. Usa conectividad WiFi para comunicarse con un smartphone, aspira suciedad de todo tipo de suelos, y su batería de ion de litio promete autonomía suficiente. La escobilla alcanza más cerca de las paredes que otros robots redondos y el contenedor de suciedad es más grande y fácil de vaciar. El robot vuelve automáticamente a la base para cargarse y termina el trabajo donde se detuvo.
Los tres países de América del Norte son Canadá, Estados Unidos y México. Canadá se encuentra en la parte norte del continente y limita con Estados Unidos al sur y con el Océano Ártico al norte. Estados Unidos se ubica en el centro de América del Norte, entre los océanos Pacífico y Atlántico, y limita con Canadá al norte y México al sur. México limita con Estados Unidos al norte, con Guatemala y Belice al sur, y con los océanos Pacífico y Atlántico.
Este documento ofrece 7 claves para encontrar libros memorables, incluyendo dejarse guiar por portadas atractivas pero también probar diferentes géneros, pedir recomendaciones a amigos cercanos, seguir autores y sagas que te gustan, y buscar información en bibliotecas e internet sobre nuevos lanzamientos.
Nimed Capital Limited is an investment banking firm established by experienced industry professionals. It provides investment management and advisory services, as well as corporate finance services. It manages funds for individuals, institutions, and pension funds. It also engages in corporate restructuring, financial restructuring, and capital raising. The company aims to generate superior risk-adjusted returns for clients and deliver innovative solutions to meet clients' financial needs. It is led by a team of professionals with extensive experience in banking, finance, and investment management.
Lucas Fettes & Partners is an independently owned insurance brokerage and financial planning firm that offers tailored solutions to corporate and individual clients. They provide a range of services including commercial insurance, personal insurance, corporate and personal financial planning, and wholesale brokerage facilities. The firm prides itself on offering high-quality personalized service and building long-term relationships with clients.
Lucas Fettes & Partners - offering tailored solutions for corporate and perso...Lucas Fettes & Partners
Lucas Fettes & Partners is an independently owned insurance brokerage and financial planning firm that offers tailored solutions to corporate and individual clients. They provide a wide range of services including commercial insurance, personal insurance, corporate and personal financial planning, and wholesale brokerage facilities. The firm prides itself on offering high-quality personalized service and building long-term relationships with clients.
This document provides an overview of the investment services offered by Craigs Investment Partners, a specialist private wealth investment manager in New Zealand. They offer a Managed Portfolio Service which provides personalized investment advice and portfolio management. They also offer broking services and savings solutions. The cornerstone of their firm is building long-term relationships with clients by understanding their needs and providing tailored advice and services.
Eric Fleury is an investment advisor who aims to provide optimal wealth management solutions and help clients achieve financial independence through personalized services. His team takes time to understand each client's unique financial situation and provides recommendations to help clients grow and protect their wealth over the long term. The team applies a rigorous investment process that focuses on maximizing tax-efficient returns while managing risk.
Toledo Multi Family Office, Zurich SwitzerlandAdina Krausz
Toledo is an owner-managed, multi-family office. We believe that every wealthy family must have an independent and
professional advisor.
Since its inception, TOLEDO, true to traditional principles
and aims, has committed to be: conservative, solid and trustworthy.
TMI4080_TMI Wealth Management Brochure AW V3 FOR WEB SinglesMichelle Rennie
Thomas Miller Investment is an independent wealth management firm that provides financial planning and investment management services. They offer full financial reviews, retirement planning, tax planning, and discretionary portfolio management. Their advisors follow a rigorous five-step process of analyzing clients' needs, providing tailored advice and solutions, and reviewing plans periodically to ensure goals are met.
Aston Charles is a leading recruitment specialist in the UK general insurance industry. They aim to provide clients and candidates with a professional recruitment service through an open, honest and consultative approach. They have a vast network of active and passive candidates and take pride in their thorough interview process and candidate briefings. Their consultants have experience working in the insurance industry and keep up to date on industry developments.
Mora Wealth Management is an independent global wealth management firm that provides a full range of wealth management services through multiple custodian relationships. It has a global presence with offices in Switzerland, the US, and Uruguay. The firm aims to place clients' interests first and provide unbiased advice through a risk-based investment approach focused on capital preservation, appreciation, and income generation based on each client's profile and goals. Mora manages over $7.6 billion in assets for individuals and families worldwide.
Zonaris Capital is a financial advisory and investment banking firm. Its mission is to be a premier one-stop solution provider for all financial needs, with a focus on client retention, exceeding expectations, and upholding best practices. It offers corporate fundraising, equity placement, and strategic advisory services. Zonaris aims to customize solutions for clients' needs through a team with extensive experience in investment banking, mergers and acquisitions, and debt and equity placement. The firm focuses on key sectors like infrastructure, power, real estate, and automotive.
We can expect MacDougall, MacDougall & MacTier to provide their understanding of investment objectives and risks, progress towards investment goals, and exceptional client service. Brent Wichenko joined the independent firm in 2008 and has over 30 years of experience advising both large institutional and private investors globally. When choosing companies, they look first to management teams and identify those with competitive edges to grow faster than the economy. Their portfolios focus on capital preservation, income generation, and growth through a personal approach tailored to each client's risk tolerance, horizon, needs, constraints, and tax situation.
KMPG Bank is an international banking group that provides corporate and private banking services. It aims to protect and manage client assets through a full range of independent products and services tailored to client needs. The bank operates through offices in several countries and offers services such as asset management, investment advice, trust and estate planning, corporate finance, and project financing. KMPG Bank targets both individual and institutional investors seeking personalized financial services and investment solutions.
This document provides an overview of Gibraltar Asset Management Limited (GAM), including its history, regulation, memberships, independence, organization, security of client assets, client reporting, and services. GAM offers execution-only, advisory, and discretionary investment management services. For discretionary clients, GAM constructs model portfolios using equities, special situations, commodities, and fixed interest securities. Equities are selected based on factors like low debt, earnings visibility, dividends, value, and simplicity. Special situations seeks short-term anomalies, and commodities provide diversification benefits.
This document provides an overview of Cushman & Wakefield's EMEA Capital Markets capabilities. Cushman & Wakefield is a global commercial real estate services firm with over 14,000 employees operating from 253 offices in 60 countries. The document outlines Cushman & Wakefield's investment sales and acquisitions, sales, corporate finance, and examples of recent transactions in Europe totaling over €13 billion in 2012. It also lists the firm's global reach and full range of real estate services.
Hilltop Securities Corporate Overview & Capabilities BrochureAlan J. (Goldfarb)
HilltopSecurities was formed through the combination of FirstSouthwest Company and Southwest Securities to create a full-service broker-dealer. It offers public finance, capital markets, wealth management, and other financial services through various divisions to both institutional and individual clients. The firm aims to provide customized solutions and service exceeding expectations through over 100 years of combined industry experience.
Equirus stands for “equities are us”. Over the last 17 years, Equirus Group has built impeccable credentials and market standing across domains with its ability to structure and deliver transactions in-line with client requirements. We closed over 245+ successful transactions across M&A, PE, IPOs, QIPs, Rights Issue and Structure Finance raising more than $11 billion in the process.
Equirus Wealth offers complete financial planning and investment management solutions to individuals, families, and businesses, focused on achieving their goals.
Altavista Wealth Management provides comprehensive wealth management services through an SEC registered investment advisory firm and trust services in association with a nationally chartered bank. They offer personalized financial planning, portfolio management, and trust administration. Their goal is to help clients achieve their financial objectives through customized strategies while maintaining independence and unbiased advice.
This document introduces investment services from Craigs Investment Partners, a New Zealand firm that helps clients build wealth. It describes their private wealth division and investment advisory services. Craigs has over 125 investment advisors across New Zealand who provide personalized advice and portfolio management tailored to each client's needs and objectives. Clients benefit from Craigs' experienced research team that informs advisors' recommendations. The document highlights their managed portfolio service, which fully administers tailored investment portfolios, and broking service, which executes transactions for clients who prefer hands-on portfolio management.
The document discusses private client services offered by The MassMutual Trust Company, FSB to help clients plan and preserve wealth through customized investment strategies and trust services. The trust company provides a team of professionals to help clients achieve financial security for themselves and their families through services like investment management, estate planning, multi-generational planning, and charitable giving strategies. As a fiduciary, the trust company makes decisions solely in the client's best interests.
The document provides an overview of Halliwells' Corporate Group and their services. The Corporate Group advises corporate and institutional clients on a range of transactional and advisory work. They have expertise in mergers and acquisitions, private equity, capital markets, and tax and employee incentives. Halliwells takes a pragmatic approach to provide constructive, practical, and cost-effective advice to help clients achieve their business objectives.
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TMI4081_TMI Corporate Brochure AW V3 FOR WEB Singles
1. Investment and wealth management
for institutions and private clients
DEEPER
UNDERSTANDING
2. Thomas Miller Investment
Thomas Miller Investment is an independent, specialist investment and wealth
management firm, with a disciplined investment philosophy that puts each client’s
investment objectives at the very centre of each solution.
Our wealth management and investment teams based in London, Southampton,
Birmingham and the Isle of Man provide both onshore and offshore wealth and
investment management solutions to UK residents and international clients.
Thomas Miller
The Thomas Miller Group is an independent and international provider of insurance,
professional and investment services and has been looking after its clients interests
for over 130 years.
Established in 1885 and headquartered in the UK, Thomas Miller operates out of 15
offices across Europe, the Americas, Asia and Australasia. Through a global portfolio
of mutual organisations and specialist privately-owned businesses, Thomas Miller has
built a market-leading reputation in underwriting, claims handling, loss prevention, legal
advice and investment management.
As well as being one of the largest providers of insurance to the global transport
industry, Thomas Miller is a recognised provider of professional indemnity cover, and
provides specialist insurance for barristers, patent agents, housing associations and
pension schemes.
3. INTRODUCTION
P 1 Thomas Miller Investment
Thomas Miller Investment has a proven outcomes based approach to providing
financial and investment management advice to private individuals, institutions
and the advisers who serve them.
For over 25 years, we’ve specialised in creating robust investment strategies, expressly
engineered around our clients’ circumstances, preferences and the goals they ultimately
want to achieve.
With a tight-knit team of investment and wealth management specialists, supported by
the global resources of the Thomas Miller Group, we are known for our responsive
but disciplined approach to investment markets, using all available opportunities to meet
each client’s current and future needs.
By providing genuine outcome-focused investing, supported by experienced teams and
the highest possible standard of personal service, we’re proud to be the recipient of
market-leading awards from Professional Adviser, ARC and Defaqto.*
Welcome to Thomas Miller Investment – and a new kind of investment partnership.
*Thomas Miller Investment’s Bespoke Discretionary Fund Management service has been
rated 5 Star by Defaqto independent financial research company
Bringing an award-winning approach
to investing that puts client objectives
centre stage.
4.
5. Relationships built on trust, results built
on understanding.
OUR APPROACH
Thomas Miller Investment (TMI) was incorporated as a separate business in
1987, to provide our investment and wealth management services to a wide
range of clients - private individuals and institutions, both onshore and offshore.
In a crowded market, we seek to stand apart through the strength of our advice, our
investment results and the quality of the long-term relationship we build with our clients:
• Insight – Our first step with any client is taking the time to get a full understanding
of what you are seeking to achieve, allowing us to tailor our services around your
objectives, time horizons and attitude to risk.
• Partnership – We give our discretionary clients direct access to the investment
teams handling your portfolio so you can enjoy an investment relationship built on
trust and total understanding.
• Responsive – We maintain tight-knit, collegiate but highly experienced investment
teams (senior management have 20 years investment experience on average) to
share information and decision-making but also act decisively and swiftly to market
and client events.
• Client-focused – All our actions and range of services are driven by what our clients
wish to achieve. This is an ethos that has served our business and our clients well –
even in the most challenging market conditions.
Onshore and offshore regulation
We are authorised and regulated by the Financial Conduct Authority in the UK and by
the Financial Services Authority in the Isle of Man.
P 2-3 Thomas Miller Investment
Our clients
We provide onshore and offshore
investment and wealth management
services for:
• Private Individuals
• Companies
• Financial Advisers
• Accountants, Solicitors
and Family Offices
• Charities, Pension
Schemes and Governments
• Mutuals and Captive Insurers
• Trusts
• Investment Companies
• Collective Investment Schemes
Award-winning results are only achieved
through insight into every client.
6. OUR SERVICES For every client, a service that’s right.
From independent advice to fully bespoke portfolio management to collective
investment funds, we seek to provide clients with a comprehensive range of
services to address their most critical investment and financial needs.
Investment management
Individuals, intermediaries and advisers can delegate the day-to-day management of
their or their clients’ investments with our range of onshore and offshore investment
management services. We manage a range of solutions to suit the size of a client’s
portfolio and the level of customisation required:
• Discretionary Portfolio Service – Fully bespoke portfolios for clients wishing
to achieve specific investment objectives.
• Managed Portfolio Service – A range of readymade investment solutions aligned
to different risk/reward and growth/income requirements.
Each service offers active management, meaning that our portfolio managers will
constantly respond to changing market conditions and events in pursuit of client
objectives to preserve capital and take advantage of investment opportunities.
Wealth management
Our wealth management service provides comprehensive and independent financial
advice to help you make the most of your assets and meet short to long-term
financial goals.
Services can range from full financial planning to pension advice to specialist tax
guidance, such as inheritance and estate planning. In every case, experienced
financial planners will work with you and our investment and tax specialists to
determine the right solution.
Collective investment funds
We also offer our investment expertise through pooled investment funds, UCITS
(a type of fund approved for marketing across the EU) and offshore domiciled funds,
that are available in a number of currency denominations.
The fund range spans low-risk money market funds, fixed income (bonds) and
diversified strategies combining multiple asset classes. Funds can offer a highly
accessible, flexible and diversified means for investors of all sizes to benefit from our
disciplined and award-winning investment process.
Thomas Miller Investment also acts as Investment Manager or Adviser to:
• Other investment funds outside its own stable by providing specific expertise
either at Asset Allocation level or in respect of specific asset class and investment
selection and portfolio management.
• Private investment funds that have been established for an individual
or small group of clients.
Delivering institutional quality
investment to clients on and off shore.
7. Institutional
As part of Thomas Miller we operate within a sophisticated support infrastructure
enabling our clients whether boards, investment committees or trustees to benefit from
our focused range of bespoke investment management services.
We are long term, real return investment managers who actively control investment
risk. We thoroughly research and understand the fundamental characteristics of every
investment and offer the flexibility of onshore and offshore investment.
We pride ourselves on creating strong relationships with our clients, helping to ensure
they achieve their investment goals in an increasingly complex investment environment.
Our clients include:
• Mutual Captive Insurers – We are responsible for the investment of funds
owned by members of the transport insurance, professional indemnity and captive
insurance sectors.
• Charities – Charities have a unique set of priorities which drive their approach
to investment management. By deploying a diversified asset allocation approach,
we balance income requirements against the client’s investment growth expectations
and risk appetite.
• Pension Schemes – We provide investment services for trustees and sponsors
of defined benefit schemes.
• Governments – We provide discretionary investment services to Governments.
Supporting advisers and intermediaries
We are committed to being the investment partner of choice for professional advisers
and intermediaries seeking to deliver the best outcomes for their clients:
• Collaborative – We work closely with advisers to establish suitable investment
mandates and – where required – create bespoke solutions focused on a client’s
specific risk/return objectives.
• Aligned – Risk suitability is determined using an adviser’s preferred processes,
mapping our strategies to each firm’s risk models and systems.
• Adaptable – Our investment solutions and portfolios are available within pensions,
bonds, trusts and other tax wrappers. Funds and managed portfolios can be
administered on a firm’s in-house or third-party online platform.
• Informed – We support advisers with comprehensive reporting of performance and
portfolio composition. All client communications and reporting can be tailored to a
firm’s own systems and timetables.
• Transparent – We seek to keep our fees competitive, clear and simple. We work with
intermediaries to ensure that all costs can be easily and simply expressed to clients in
line with adviser charging requirements.
P 4-5 Thomas Miller Investment
Senior management have 20 years’
investment experience on average.
8.
9. OUR
INVESTMENT
APPROACH
Seeking real returns to meet real-life objectives.
At the heart of everything we do is a focus on delivering investment
performance that clients can rely on to meet their financial objectives.
Our investment philosophy is simple: we believe that achieving real (i.e after-inflation)
long-term returns at an appropriate level of risk demands a clear, disciplined and
repeatable investment process.
Developed over 25 years and tested through many different market cycles,
our team-based investment approach relies on four core disciplines:
Economic research – We believe that a ‘top-down’ macro-economic overview of
markets (i.e. of interest rates, inflation and political outlook) is essential to capture short
and long-term opportunity and anticipate potential risks.
• Generate proprietary economic analysis.
• Monitor leading indicators.
• Interpret market sentiment and momentum.
Global asset allocation – We believe in using a range of asset classes (equities,
bonds, property, commodities and alternatives), and both active and passive
approaches, to secure return and diversify risk. Continually reviewing our asset
allocation in each market is essential to sustainable and risk-adjusted performance.
• Monitor all asset classes on a global and market basis.
• Identify threats and opportunities.
• Continually review long-term strategic asset allocation.
Stock selection – We seek to hold high-quality equities, bonds, assets and funds
whose fundamental characteristics we have researched and understand. If we
don’t understand where an investment’s potential performance is coming from,
we don’t hold it.
• Identify macro-economic and corporate themes.
• Rate securities by fundamental research and quality criteria.
• Assess risk/reward trade-off.
• Use individual securities plus active and passive strategies to express views.
Portfolio construction – Our approach of combining a core investment strategy
overlaid with bespoke construction allows every portfolio or fund to be tailored to
specific time horizons, risk and growth/income requirements.
At the same time, every investor benefits from institutional-quality research, investment
processes and systems. Discretionary portfolios are regularly reviewed against a client’s
current circumstances and evolving time horizons and risk tolerance.
• Understand the client’s financial position, investment objectives and time horizon.
• Agree return requirements.
• Determine appropriate level of risk.
• Construct portfolio and regularly review against client circumstances.
Efficient frontier: the risk-reward trade-off
We understand that target returns need to be balanced against an appropriate level of
risk. We work with clients to determine their tolerance for capital loss. We then manage
every portfolio to ensure its potential risk remains within those agreed parameters.
P 6-7 Thomas Miller Investment
Our investment process captures
multiple sources of return to deliver
reliable and repeatable results.
10. P 8 Thomas Miller Investment
THOMAS MILLER
INVESTMENT
Solutions designed by us, driven by you.
• Supported by the international resources and networks of the Thomas Miller Group.
• Disciplined top-down/bottom-up investment process developed and tested through
multiple market cycles.
• Outcome-focused investment planning to deliver real long-term results to achieve
real-life client goals.
• Independent Wealth Management advice that is completely impartial and not
influenced by any product or provider – leaving us completely free to devise the
very best solution for your needs.
• Committed to the highest level of service to clients and advisers.
• Fully experienced and regulated to service clients and their advisers, both onshore
and offshore.
To start a conversation about your investment needs and objectives, contact us or
speak to your adviser.
Independent Wealth Management
advice that is completely impartial
and not influenced by any product
or provider.
11.
12. London
90 Fenchurch Street
London
EC3M 4ST
United Kingdom
T +44 (0)20 7204 2200
F +44 (0)20 7204 2737
Isle of Man
Level 2 Samuel Harris House
5-11 St Georges Street
Douglas
Isle of Man
IM1 1AJ
T +44 (0)1624 645 200
F +44 (0)1624 645 220
Birmingham
2nd Floor
Trigate Business Centre
210 – 222 Hagley Road West
Birmingham
B68 0NP
United Kingdom
T +44 (0) 121 222 5070
F +44 (0) 121 222 5071
Southampton
Ocean Village Innovation Centre
Ocean Way
Southampton
S014 3JZ
United Kingdom
T +44 (0)23 80 381667
tminvestment.com
It should be noted that investment involves risk. The price or value of investments may go down as well as up and the investor may not necessarily receive
back the original amount invested. Clients should always seek appropriate tax advice from their financial adviser before committing funds for management. Please
remember that tax treatment depends on your individual circumstances and may be subject to change in the future.
Thomas Miller Investment is the trading name of the businesses in the Thomas Miller Investment Group. Thomas Miller Wealth Management Limited is authorised and
regulated by the Financial Conduct Authority (Financial Services Register Number 594155). It is a company registered in England, number 08284862. Thomas Miller
Investment Ltd is authorised and regulated by the Financial Conduct Authority (Financial Services Register number 189829). It is a company registered in England,
number 2187502. The registered office for both companies is 90 Fenchurch Street, London EC3M 4ST. Thomas Miller Investment (Isle of Man) Limited is licensed
by the Isle of Man Financial Services Authority. It is a company registered in the Isle of Man, number 48181C. The registered office is Level 2, Samuel Harris House
5-11 St Georges Street, Douglas, Isle of Man, IM1 1AJ. Thomas Miller Investment is a registered business name of Thomas Miller Investment (Isle of Man) Limited.
Telephone calls may be recorded.