5 Tips for choosing the right Investment Advisor

June 8, 2017

With the recent news of the FCA’s second largest ever criminal prosecution for the £28 million investment fraud of Michael Nascumento, there has never been more reason to take precautions when choosing the services of an investment advisor. The decisions an investment advisor will counsel you on could have huge ramifications on your personal and commercial finances, so it is important to find the right person who understands your business, your finances and has your best interests solely in mind.

Here Daniel Terry, CEO of IntaCapital Swiss SA, Geneva gives us his top five considerations when appointing a new investment advisor.

Our CEO, Daniel explains why it’s important to know what qualifications or specialities financial advisors hold, taking into consideration certain industries, as well as outlining any possible conflicts of interest. Other key points to consider is payment for your advisor – do they work on a fee basis and if so, decipher whether this is hourly, at fixed or an asset under management fee.

Understanding the market and researching how the investment advice given by an advisor differs from other competitors is also vital to ensure you are receiving the best advise possible. Many investment advisors will also provide digital tools, such as dashboards, to view your financials all in one place.

At IntaCapital Swiss we can advise the most suitable options for project funding via the means of Collateral Transfer. We have facilitated funding for many global projects, to a variety of industries. Typically, we facilitate projects between €20 million and €100 million, however, we can accommodate larger and smaller projects. To learn more about how we can facilitate corporate funding, submit an enquiry and one of our experts will be in touch within 48hrs. A member of our finance team is always on hand to guide you through the application process and arrange the necessary consultations with no obligation.

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