Everys manages money for private individuals, trusts and charities, building a long-term relationship of trust based on a full understanding of your position and requirements to give you peace of mind. The person looking after your money will be someone who knows you and is easily available to talk to you.
Everys ensures your investment portfolio reflects your objectives and your risk tolerance. This is achieved through a rigorous investment process which ensures a disciplined approach to asset allocation, portfolio diversification and investment selection.
We can manage your investments in two ways. Discretionary management gives our investment managers day-to-day responsibility for the management of their portfolio making investment decisions based on each individual client’s investment objectives and risk profile. Advisory management is provided for those clients who prefer to discuss proposed changes to their investments.