Personal Investment Account
The Personal Investment Account (PIA) is a simple and reliable way of keeping track of all your investments.
Our web based Personal Investment Accounts enable us to display your entire portfolio on one web page, regardless of where your investments are held.
The PIA presents a clear view of your investments and can be accessed using your own login whenever you wish. You will be presented with your account balances, your asset allocation, fees & charges, individual fund performance as well as details of the overall performance of your investments.
We arrange for your log in once all work has been completed for you and a full tutorial takes place to allow you to gain the most from your PIA at the outset.
WM – Wealth Management
We believe Wealth Management is greater than the sum of its parts. Practiced together, Investment consulting, advanced planning and relationship management can address the full spectrum of your financial needs.
Affluent clients turn to Oliver Asset Management for advice on wealth preservation, wealth enhancement, tax mitigation, charitable giving and planning for the future. Our comprehensive wealth management service is based upon understanding your priorities, both now and in the years to come.
Investment Consulting
Investment consulting (IC) is the astute management of investments over time to help achieve financial goals.
It requires advisors to deeply understand their clients’ most important challenges and then to design an investment plan that takes their clients’ time horizons and tolerance for risk into account and that describes an approach that will maximise clients’ probability of achieving their goals.
It also requires advisors to monitor both their clients’ portfolios and their financial lives over time so that they can make adjustments to the investment plan as needed.
Please see our section on Our Process for more details on the key considerations
Advanced Planning
Advanced planning (AP) goes beyond investments to look at all the other aspects that are important to your financial life. We break it down into four parts: wealth enhancement, wealth transfer, wealth protection and charitable giving. In our experience, very few financial advisors offer these services.
Relationship Management
Relationship management (RM) is the final element.
True wealth managers are focused on building relationships within three groups.
The first and most obvious group is their clients. To address their clients’ needs effectively, they must foster solid, trusted relationships with them.
Second, wealth managers must manage a network of financial professionals—experts they can call in to address specific client needs. Finally, wealth managers must be able to work effectively with their clients’ other professional advisors, such as their solicitors and accountants.
Personal Investment Account
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We understand how hard you have had to work to build your wealth.
