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Investor Profiling: Advising the client on a tailored portfolio structure to portray personalized risk appetite,investment horizon and liquidity needs
- Portfolio Structuring: Structuring fully diversified portfolios through an open architecture platform to match agreed investor credentials
- Monitoring and Rebalancing: Portfolio monitoring and rebalancing to account for:
- Changing economic and market conditions
- Variability in client preferences
- Performance Reporting: Reporting portfolio performance to clients on an agreed frequency through a preferred method of communication
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