Becoming a client of Axis is an important and long-term commitment both for you and for us. You need to decide that our investment approach suits you and we need to understand your circumstances and ambitions to invest appropriately for you.
The process should not be rushed and we would advocate a personal meeting to discuss your requirements at a high level.
We would propose the following considerations:-
It is important that you are comfortable with our investment approach and that you are also comfortable with the solution we present to you. By this we mean where we look for investing opportunities, how we research ideas and diversify portfolios, what our views are, what we mean by risk and where we have been successful and unsuccessful in the past. This is an important and long term commitment and you need to be sure that our approach is right for you. How we have learned from the past mistakes and busts of the past are more important than the heady experiences of booms and successes.
It is your capital. To perform well for you, we need to invest considerable time to understand your specific circumstances, your current assets and liabilities, your risk tolerance and, importantly, your ambitions.
From here we will consider all the financial information provided and propose how we would structure and invest your savings as if it were our capital. You must then decide if our approach and proposal suits you.
Signing the documents is just the start of our long journey together. Our objective is to materially improve your financial circumstances over the long term. The more we communicate with each other the more we will enjoy the good times and get through the difficult times.
If you would like to meet with us, at our offices, or your preferred venue, please kindly complete the enquiry form below or contact us by email or telephone.
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