At Dominik Graf, our combined centuries of experience tells us that many investors simply do not have the time to build and manage an effective portfolio; follow currency shifts and market movements, daily administration of how and where their capital is invested and seriously consider investment opportunities. These are the factors on which we base our Tailored Portfolio Service which is available to our clientele with assets ranging from £10,000 through to many millions.
Understanding Your Needs
It is crucial that we have a complete handle on our client’s current financial health when dealing with the financial matters of each of them, keeping their investments aligned with their objectives and requirements moving forward.
During the initial stages of the client-wealth manager relationship we establish and define your priorities and objectives, which forms the basis of your tailored portfolio. It is this in-depth analysis that marks the creation of your personal wealth management strategy.
Assigned Wealth Management
Our team of Private Wealth Manager’s possess the depth of knowledge and industry experience which allows them to interpret your personal objectives into financial priorities. This leads to the development of bespoke investment strategies that are there to assist you in achieving your financial goals. This is bolstered by the highest levels of service and augmented by the global reach of Dominik Graf.
Bespoke Portfolio Construction
Dominik Graf have the proven ability to build appropriate portfolios to meet your individual requirements. This is aligned with a solid understanding of the global stock markets and the experience to construct and maintain a suitable investment strategy that balances your risk to reward profile.
We have always got an eye on the global macro and micro economic cycles and what impact they have on the stock markets, exchange rates and corporations. This allows us to make amendments to your portfolio when driven by changes in your circumstances or when the markets dictate.
Aside from our retail clientele our team of wealth managers work on behalf of trusts, pension funds, corporations, charities and high net worth individuals globally. They work in tightly knit, geographically centred teams, maintaining limited numbers of clients so that the very highest standards of service are never compromised. From the get go it is our aim to establish mutually beneficial long-term relationships and this is achieved by regular and pre-emptive communication.
Bespoke Portfolio Service
- Active Management
- Client Centred
- Continuous Monitoring
- Dedicated Wealth Manager
- Global Resource
- Notable Track Record
- Unmatched Analysis and Research
If you would like to establish how Dominik Graf can help you enhance your financial future then contact us via a formal email and we will arrange an appointment for you to speak to one of the team.