Business Operating Model
DFG Private Client's main focus is to maximise the return on our client's investments while effectively managing their risk exposure. We achieve this through a combination of the rigorous selection of investment opportunities and the continuous monitoring of portfolio performance. In order to provide the highest level of service to our clients you can expect the following:
· A face-to-face meeting to determine your risk exposure and discuss investment return potential.
· Identification of your ideal investment opportunity followed by an initial presentation of current live opportunities.
· Full search and identification of investments that meet your requirements.
· End-to-end assistance with purchases and investment management.
· Continuous monitoring of investments and regular updates on progress.
· Effective allocation of investment through a continuous process comprised of detailed research of market conditions, local evaluation of opportunities, measurement of market and investment risk, identification of suitable opportunities and full services to effect investments.