Are you looking for excellent investment planning? Look no further!
Written by Trevor Keidan on October 11, 2017.
We are delighted to announce that Infinity’s Hong Kong office has won the award for Excellence in Investment Planning at the International Adviser Best Practice Adviser Awards 2017. Our Head of Business, Simon Davies, was proud to accept the award at a ceremony which took place on Tuesday 10th October at the Island Shangri La in Hong Kong.
This is fantastic recognition of Infinity’s innovative and forward thinking approach in the world of financial planning. Our mission is to provide unrivalled investment planning advice to all our clients. As a business we strive for excellence and have invested a lot of time and resources to developing this capability - so we're thrilled that our hard work has been rewarded!
So what exactly do we do differently which puts us ahead of our competitors?
Firstly, we focus on the outcome for our client’s investments. In general, we favour a long-term approach which brings reliable and consistent returns which maximise the effect of compounding – the ‘eighth wonder of the world’.
We keep our client’s unique needs and objectives at the heart of everything we do. We don’t believe in a one-size-fits-all approach to financial planning but instead take the time to understand each individual’s needs in order to find the most effective investment solution for them. Annual reviews and re-profiling enable us to monitor and rebalance where necessary to keep clients on track towards achieving their goals.
Secondly, to achieve our clients’ goals, we recognise the difference between financial planning and investment management and don’t flatter ourselves into thinking we are sufficiently competent in managing our clients’ portfolios. We stick to what we do best and buy-in research and modelling from professionals in the portfolio management business. These companies have the specialist resources, knowledge and tools to offer a range of portfolio solutions for our clients, such as the UK-based, award-winning Tilney Group. We believe that a research-driven allocation approach provides the best possible comprehensive, consistent and risk-adjusted management for our clients.
Risk is an ever-present factor in investing and something which we take very seriously indeed. Together with our preferred partners, we apply detailed analysis and sophisticated online risk profiling to ascertain our client’s tolerance to risk and volatility. However, we recognise that everyone is different so in addition to a bespoke portfolios service we offer seven risk-graded allocation models, from the most cautious to the more risk-on appetites.
If you are looking for sound investment advice, a high level of service and dedication to client outcomes, look no further. Put your trust in Infinity who can give you the peace of mind that your finances are in safe hands and on track to fulfil your goals and ambitions.
To make an appointment with one of our excellent advisers, please get in touch with us at email@example.com – we’d be happy to talk with you about your financial objectives.