At Royston Capital we offer investment advice in a style and delivery method that you suits your requirements.
We will work with you to set the overall family wealth objectives and investment strategy. The investment strategy will be agreed with you and reviewed on an annual basis and may include equities, fixed income securities, managed funds, property syndication and derivatives. We will provide regular investment reporting and annual audit of the portfolio for your compliance. The discretionary nature of the portfolio allows us to act efficiently on opportunities as they happen within the framework of the agreed investment strategy.
We will work in conjunction with you but ultimately guide most decisions. The investment strategy will be agreed with you and reviewed on an annual basis and may include equities, fixed income securities, managed funds and property syndication. Ongoing communication between parties is critical for the effective implementation of recommendations. You and your family will be able to evaluate opportunities based on our advice and education. We will meet with you on an agreed basis to review proposed transactions, recent agreed transactions and other activity.
If you and your family wish to retain absolute control we are able to provide general and ad-hoc advice. This style of service is reactive to your requests and market activity.