Investing for others?
Investing money for other people can often be much harder than investing your own.
You need to be comfortable about handling the responsibility and
feel confident about the actions you take. This can be particularly challenging if you don’t have professional expertise in financial planning.
There’s also the issue of being seen to be make independent decisions on behalf of others that are in their best interests.
You need excellent systems and processes that you know will work. These allow accurate management and monitoring of investments, and ensure you can keep on top of your responsibilities.
You’ll need to provide regular performance reports as well as be ready and equipped to handle any questions.
At Accordia, we can support you with all of the above. Our service ensures that you’ll handle all of these aspects in your stride.
Take the Next Step
► Contact Accordia today to find out how we can ensure that you can do the best job for those who have intrusted their investments to you