WHAT IS YOUR INVESTMENT MANAGEMENT APPROACH?
There are some important questions we think all clients need to carefully consider when it comes to investing:
• How will you choose an investment manager? • How safe are your investments? (And how will you know?) • How will your investments be monitored, and by whom? • Which individual is managing your money?
• Who is monitoring them? • What would you do if they changed jobs and how would you know? • When is a good time to invest? • When should you say ‘No’? • Governance – who is on your Investment Committee?
The value of an investment with St. James’s Place will be directly linked to the performance of the funds selected and may fall as well as rise. You may get back less than the amount invested.
INVESTMENT MANAGEMENT APPROACH
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