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Reporting
New Star Private Client's team aim to communicate promptly, simply and clearly with our clients and their appointed advisers.
We use the information we provide as the basis for healthy and pertinent discussion and will provide clear indications of what is happening within the portfolios in terms of investment performance and portfolio changes.
We show how any changes within the portfolio have affected performance and equally importantly, how much risk is being taken to achieve that level of performance.
We offer flexibility regarding the method and frequency of delivery, be it electronic or paper-based, quarterly or annually.
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Naturally, we would be delighted to discuss any queries with you. Please call us on (020) 7225 9450
Literature
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