Wealth & Money Management Awards 2018

10 2018 Wealth & Money Managaement Awards Company: Acuity Management Limited Contact: Tracy Sawyerr Tel: + 44 (0) 203 6033722 Web Address : www.acuityag.com WM180001 Best Global Wealth Management Firm 2018 & Recognised Leader in Private Wealth Management Chartercross is a multi-award winning, regulated capital management company, and we know that the world of investment is complex, thus making correct and informed decisions is paramount for success. We invited James Dodds Managing Director to provide a fascinating overview of the firm and the secrets behind its incredible success. Company: Chartercross Capital Management DWC LLC Address: Office 110, Building A1, Dubai Worl Central, 644330, United Arab Emi ates Phone: +44 7 19 7638 Fax numb r: +44 845 591 6271 Website: www.chartercross.com Since its inception in 2013 Chartercross has remained committed to its principles of simple, impartial advice. James explains how these principals guide the firm and help it to differentiate itself from its competitors. “In our industry today, too many wealth management companies focus on selling their own products irrespective of them being suitable for the client. Here at Chartercross, we believe best advice can only be given when you are completely impartial and therefore all recommendations are solely based on our client’s needs. “As such, we use a three-step approach when managing our clients’ assets; first we analyse any existing assets, products and portfolios a client already has, focusing on ensuring these are still compliant with current legislation and regulation within the country of residence. Secondly, we eliminate any excess fees and unnecessary management costs currently being paid. Finally, when the existing assets are correctly structured and under control, we focus on understanding client’s goals and priorities and make recommendations on how to ensure the money is working as hard as our clients did to accumulate their wealth in the first place. This ensures that we are able to understand their needs and provide them with a tailored solution that meets their requirements.” This year, regulation, innovation, and intergenerational changes will be key items on the firm’s wealth managers’ agenda. With new Common Reporting Standard (CRS) now fully in force and regulators tightening