Court of Protection
For Court of Protection clients we apply the same principles regarding developing the strategy as we would for a private client, which when combined with the Outcome Based Asset Management strategy ensures that the deputy can rest easily and be assured that their duties and responsibilities have been discharged responsibly to a client centric company that operates in line with the requirements that are expected.
This service provided at OCM also ensures that the Trustees continue to meet their requirements of a Duty of Care, ensuring they are involved in the management process.
Establishing a Portfolio in line with an Individuals Objectives and Risk Profile
In conjunction with the Deputy, we establish a tailor made Investment Strategy and Financial Plan using the same principles as we do for private clients on the outset. Once the Financial Planning strategy has been developed one of our dedicated and experienced Investment Managers assumes responsibility for the day-to-day management of the investments.