For Private Investors
Comprehensive wealth management solutions tailored around the specific financial needs of sophisticated private investors.
Addressing your financial challenges
Macmillan Jones provides professional private client advisory solutions to individuals and families. Our advisory procedure starts with a preliminary conversation, helping you to get acquainted with our firm as well as for us to understand your specific requirements, objectives and risk tolerance.
We put together a comprehensive and objective evaluation, determining exactly what investment returns you require to make your financial vehicle operate efficiently and more importantly the amount of risk (if any) that should be attributed. The overall approach sets the basis on which our long-term partnership with you will be built.
Smart portfolio design
After this initial stage is completed, we shall suggest a smart investment portfolio which focuses on the returns essential to provide you with the maximum probability of achieving your objectives.
Every strategy must be observed, kept up to date, and from time to time realigned. That's the reason all of our advisory clients are provided with a regular portfolio and performance evaluation. Today's climate demands close contact, and our firm is always keen to maintain a strong bond between our professionals and their clients.