As a new client of Gore Browne, what should I expect?
We know from experience that no two clients will ever be quite the same, and this recognition of the need for individual attention is at the heart of how we operate. Everyone’s investment objectives are different and change over time, so to start with, we assume nothing. We take the time to discuss with you your objectives and individual needs. Then we assign you a portfolio manager who will be responsible for the day-to-day management of your portfolio, and to whom you will have direct access at all reasonable times.
Normally, two managers are assigned to each account, so that there will always be at least one other member of staff familiar with the account and able to answer questions. We also explain the risk element in any investment, and the reporting and control structures we have in place – an essential part of our approach to establish a high level of trust with all our clients.
After assessing your overall requirements, we make careful and selective investments to meet your needs for growth and income, and attitudes to risk. We look for the best investments to satisfy these, using our long collective experience and extensive knowledge of people and markets. We aim to make returns that will achieve your personal investment objectives within the timescale and risk tolerance agreed. On the way, we plan for the long term, and seek to keep returns positive rather than relative.
We encourage regular meetings to discuss how we are managing your portfolio, and any changes in your investment objectives. We aim to have a formal meeting at least once a year, but we are always available at short notice to attend to any immediate concerns or change of plans.