Our Value Added

Our advisors have been sourced from leading and reputable investment banks and wealth management firms and have been indoctrinated into Birchwood Advisors well defined and structured approach to investing. All our advisors have experience in all areas of managing client capital and draw upon the knowledge of market-leading research and analysis and our in-house skills to generate investment strategies which are designed to achieve above average outcomes.

Discretionary Services

Birchwood Advisors offers its clients a balanced mix of investment opportunities which are individually tailored to match each client’s individual risk profile and long-term investment goals and we strive to ensure that our recommendations match your specific needs and meet your long-term plans.

Birchwood Advisors then focuses closely on monitoring your investments to make sure we maintain a suitably balanced portfolio and one which has the necessary controls, checks and balances in place to provide the best possible protection of our clients’ capital.

Tailored Service

Many of our clients are still actively busy in their successful professional careers and in recognition of this we offer a discretionary service where our advisors carefully select a suitable range of investments which match your overall investment objectives and risk profile. We leave the final decision up to our clients but work hand in hand with you to deliver the information you need to make strategic choices and ongoing adjustments throughout the holding period of your investments.

Specialised Screening

As part of our service we constantly screen global markets with a focus towards identifying varying opportunities for both capital appreciation with income generation within an overall controlled risk environment. In doing so you can trust that Birchwood Advisors is up to date with leading developments across a broad range of investment opportunities which include equities, bonds, commodities and property as well as more specialist trends within various sectors as well as specialised situations.

Recommended Investments

Birchwood Advisors is your partner in the global markets and will work closely with you to identify and execute your investment decisions with the shared aim of achieving your long-term investment goals.

Personalised Portfolios

Our advisors never lose sight of the fact that you worked hard to generate your wealth and we are here to help you make the most of your investment power by providing you with professional recommendations and institutional level knowledge. Our advisors are trained to provide our clients with flexible recommendations that adapt to your changing circumstances and are supported by well-rehearsed asset allocation principles for each client’s specific risk and return requirements. We draw on a range of sources to keep you update with the latest research and market insights and constantly provide updates on market conditions, new opportunities as well as alternative investment developments. In doing so our clients can rest assured that they are kept up to date, which we find is particularly important in today’s times of rising volatility and emerging opportunities.

Dynamic investment advice

Our advisory service aims to provide many of our busier clients with the knowledge and support needed to help them quickly identify and digest the ever-changing trends within the global investment markets. Our team of advisors provide a disciplined and ongoing flow of information specifically summarised and tailored for each of our clients’ specific investment and wealth management goals. We save you time and highlight the most important trends and developments which encompass not only economic developments but also emerging trends across all asset classes throughout all of the world’s major markets. In this way, we have built up a solid reputation to providing timely, well researched and thought-provoking advice in real time and specifically prepared to meet each of our clients’ specific wealth management goals.

Structured Solutions

Whilst our focus is to provide superior investment returns for our clients we understand that our clients have differing circumstances and objectives and therefore our advisors are trained to work with our many partners to help our clients achieve their investment objectives which suit their individual circumstances.

We therefore encourage our clients to discuss their pension plans with us so that we can offer specific recommendations that are carefully crafted to meet your individual circumstances. For our expatriate clients, our advisors have a deep understanding of various tax efficient vehicles, whether onshore or offshore, and we have extensive experience in dealing with and through these ‘investment bonds’ and their providers, which are typically structured as life insurance policies.

Personal Execution Services

It is vitally important that once we structure the appropriate investment for our clients that we are able to execute the relevant trades in a timely manner and of course at the best possible price and with a fair and reasonable exchange rate.

 

Investment dealing services

Our trading systems have been set up and designed to provide quick access to global markets and are sufficiently coordinated with our back office and foreign exchange departments to provide for quick and efficient execution. For many of our first-time clients our advisors are more than happy to sit and talk you through your trades and provide a level of comfort that only boutique firms such as Brokerage Co. can.

Foreign exchange services

Many of our clients live and work abroad and hold assets around the world so we have developed global relationships designed to quickly and efficiently facilitate trades on all major exchanges and in all major currencies at prices and rates typically reserved for larger Institutional firms.

At Birchwood Advisors we pride ourselves on providing our clients with the very best advice covering a broad range of investments as well as portfolio services. We have developed deep and long-standing relationships with many of the world’s best investment managers and can provide a full range of structures and strategies to meet our clients long term investment requirements. As many of our clients are expatriates and professionals spread throughout the world we can advise on the often-complex world of financial solutions and opportunities.

Discretionary

Many of clients don’t have the time or expertise to manage their own investments so take advantage of our discretionary portfolio services which are managed by our highly professional partners and advisors who have developed an enviable track record throughout the investment community.

Advisory

At the core of our value proposition is our advisory service which has overtime developed expertise at sourcing out the very best investments available in the global markets whilst providing the flexibility for our valued clients to select the most appropriate investments for them.

Execution

We can’t stress how important execution is so we have developed systems to make sure we secure the best available prices for our clients whilst offering real-time trading in all equity, bond and foreign exchange markets.