One of our partners is the definitive natural resources focused broker, and others – Private Banks, that deal with Wealth Management and more. Some have been managing the wealth of individuals and families for over 300 years in over 50 countries worldwide.
Discretionary Investment Management service is designed for individuals, families, trusts, pensions and charities. The service is available to you on a standalone basis or as an integral part of a wider Wealth Management solution.
A team of experienced and dedicated Relationship and Portfolio Managers, will work closely with you to understand and assess your investment objectives, time horizon, risk tolerance, income and liquidity requirements.
Utilising the expertise, they will tailor an investment portfolio to meet your short and long-term goals. Your portfolio may be invested across a range of asset classes (cash, bonds, equities, property, private equity and hedge funds) to ensure maximum diversification and superior risk-adjusted returns. You will benefit from a combination of in-house research and products and the best-of-breed approach for coverage of more specific asset classes, geographical regions and sectors.
Your Relationship Manager will present you with regular performance updates against a composite benchmark, providing you with timely and transparent comparisons.
Wealth means different things to different people. That's why our partners offer a wide range of banking and investment choices to help you acquire wealth, use and enjoy it, protect it and pass it on.
Imagine receiving not just the very best advice and exceptional service but a whole range of other unique benefits from a 'one stop shop?'
Imagine being able to have your own financial manager who could co- ordinate every aspect of your financial affairs, in complete confidence and tailored to suit your specific needs?
How easy would life be if you had one place you could go for everything from investment portfolio management, tax strategies, trust advice, pensions, currency, banking, car, home, medical and travel insurance, corporate protection, educational fees planning, capital raising - and even domestic bill management if required?
And in case you were wondering: our carefully selected financial services provider has a network of partners in over 50 countries worldwide. So, regardless of where you are domiciled or resident, they can help.
Our chosen Partner has won numerous service awards and is regarded as the best of its kind in the UK. Above all, it offers something no other firm does: a written Service Charter and a 'no win, no fee' proposition for those clients who like the idea of an adviser who only looks to be paid for doing a good job.
They confidentially represent the interests of sports stars, TV personalities, ultra high net worth individuals and even royal families. And the ultimate measure of their success? All their clients come though personal recommendation from their existing contacts, law firms, accountants and, of course, Black Diamond Lifestyle.
An initial meeting and follow up report is offered without charge or obligation if the enquiry is made through Black Diamond Lifestyle.