Financial Reviews

A Detailed Review Process

At Vervias, we understand that financial markets are dynamic and that changes can happen also happen at any time in our personal circumstances, which can profoundly alter the trajectory of our lives.

Marriages, divorces, deaths, pregnancies, redundancy, or a change in career paths are all events that can, to different degrees, happen suddenly or unexpectedly and result in significant changes to how you see the future.

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Scheduled Reviews

The scheduled reviews are the perfect opportunity to take the time to revisit some of the factors that impact the direction and holdings that make up your portfolio. For example, if there have been any significant changes in your life that need to be addressed. We also look at the performance of your portfolio to date and compare how it is performing against anticipated returns.

Understanding your current tolerance for risk is also a key issue, as your profile may change over time because of various factors that could lead you to become more adventurous or steer you towards adopting a more conservative approach. Whatever your position, we will adjust your portfolio to ensure it is in line with your wishes.

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Securing Your Future in Retirement

Understanding the nuances of retirement planning is what we do well at Vervias, and by working with international clients, we help you maximize your retirement income by using strategic and consistent planning.

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A Well-Balanced Portfolio

Another very important subject to discuss is asset allocation to make sure that your portfolio's mix is still in line with your stated goals and that it doesn't expose you to any unnecessary risk. As the financial landscape is always changing, we also look at areas that could affect your tax situation, and while we do not provide tax advice, we may be able to highlight areas that you should discuss with your local tax advisor to make sure everyone is working together towards the same objectives.

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Affluent Individuals

We work with very affluent individuals on a daily basis, so creating and managing investment portfolios that address common concerns and are tailored to each's unique needs is where we excel. The financial reviews we carry out are not simply formalities but are milestones that steer strategy and ensure that every decision we make puts us in a better place to achieve your financial goals.

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