We exist because we want to enable you to simply find out which investment solutions and providers you should go for in order not to fall prey to false promises, be pushed with products or end up taking the wrong risks out of despair or fear.
Research proves that no discretionary fund of funds/ETF managers will durably do better than you. So why taking the risks of outsourcing such decisions?
The only way to have a truly bespoke investment portfolio that works well for you, is for you to truly understand what you can do with this money, quantify your financial goals to then opt for a subsequently relevant asset allocation.
Stop being asked in which box you want to be put in. Rather design your own box by making the small effort to understand your:
Then you can move on with selecting those regulated external asset managers whose aptitudes best suit your profile and personal preferences. They are those in charge of the day-to-day management of those products you select to ensure they comply with their risk-return profile target, be it an ETF, an index tracking or actively managed mutual fund.
This is the most crucial step. Why taking the risk to outsource it to someone you barely know of? You just need the tools. This is what we provide you with, in the most robust manner:
Your money stays with your preferred custodian and broker. Alternatively, you may opt for those we are bringing on-board to simplify the operational execution of your personally designed portfolios.
It is all about protecting your choices and regain control over your investments with the convenience and flexibility no usual intermediary is keen to give you despite their false promises about customisation and whatever smart and fancy otherthings.
S:YB is an appointed representative of Laven Advisors LLP which is authorised and regulated by the Financial Conduct Authority. This website aims to provide information to help you make your own informed decisions. This information is only directed at professional clients and eligible counterparties and the services or investments referred to in this document are only available to professional clients and eligible counterparties. Retail clients should not rely on the information herein: If you are unsure of how suitable an investment is for you, please seek personal advice from a financial advisor
The value of investments can go down in value as well as up, so you could get back less than you invest. It is therefore important that you understand the risks and commitments
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