Business Innovator Awards 2018

4 Corporate Vision / Business Innovator Awards 2018 , 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 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 Best Global Wealth Management Firm 2018 Chartercross is amulti-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 firmand the secrets behind its incredible success. 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.” BIN18001 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 the gap in international field when it comes to anti money laundering Chartercross aims to stay ahead of fluctuating client demographics and changes to the investment landscape by striking the right balance between retaining existing clients and pursuing for new ones.