Tate Livingstone Services in South KoreaPosted by tatelivingstone on November 3rd, 2021 Tate Livingstone offers clients a number of efficient ways to access our expertise. These options cater to those who 1. May not have the time or the experience to successfully manage an investment portfolio 2. May prefer to have the final say on what investments and assets are bought, sold and/or held in their portfolios. 3. Have experience within the investment marketplace and simply require efficient and timely execution of trades. Discretionary ManagementThis option sees clients grant Tate Livingstone limited authorization to take responsibility for the day-to-day management of the client’s portfolio. We can effect transactions on the portfolio without having to secure the client’s permission but we can only buy, sell or hold assets that meet the stringent risk tolerance agreed with the client. Advisory ManagementThis option is similar to the discretionary model but before any asset or investment is bought or sold, Tate Livingstone must obtain the client’s permission beforehand. This option gives the client the final say and is suited to those who may have some experience of investment affairs and want to know exactly what is being done on their behalf. Execution OnlyThis final choice is for clients who have above-average experience with the investment world and simply require an efficient and timely execution of buy/sell orders but who need access to exchanges or assets that may traditionally be inaccessible to them; those in certain emerging market economies for example. Like it? Share it!More by this author |