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Family Offices

For Clients

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A family office can bring together tax advice, investment advice, secretarial support, accountancy and legal advice when needed. At Charles Stanley Pan Asset we are used to working with a variety of wealthy individuals, families and their offices. We can ensure that all the relevant documents and details connected with investment are sent to accountant or tax adviser or lawyers to ensure compliance.

We concentrate on the Big Picture, advising and managing money on the basis of decisions about whether you should be in shares or bonds or property or some combination. We usually buy low cost index tracking products to give families the exposure they need to the various asset classes. We believe risk should be carefully controlled, as it is so much easier losing money than making it. If you had been with us in 2008 we would have protected your money by advising you to remain mainly in cash. In 2009 we recommended buying shares and bonds and made good money for clients. In 2010 we have been more cautious and balanced. If you would like to know more about we do it, please get in touch. We know your family has worked hard to make its money and does not want to lose it. You also know that you need to take some measured risks if your cash is to grow, to provide an income and to protect you against inflation. We would like to help you seek to do that.

 

EXAMPLES OF INVESTMENT PERFORMANCE


Client M (Family)
Performance (Time Weighted Return, Net of Fees)

  Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec YTD
2008 - - - - - - 0.40% * 7.20% 3.40% 0.20% 0.40% 0.30% 12.20%
2009 -1.10% -1.90% -0.60% 1.60% 1.30% -0.40% 5.90% 1.90% 4.70% -2.10% 1.40% 4.80% 16.20%
2010 -3.80% 4.60% 5.70% 0.50% -1.70% -1.20% 1.80% 1.90% 4.00% 0.20% -1.20% 3.63% 14.90%
2011   -1.70% 3.20% -0.30% 0.50% - - - - - - - -1.20%

* 21/07/08 – 31/07/08

 

Client M (Asset Allocation)

Mandate: low tolerance of loss, achieved by global investment, primarily using Exchange Traded Funds.

Disclaimer: The past performance information shown on this page is for illustrative purposes only and should not be relied upon as an indication of future performance. The performance is based on the actual results obtained for a client seeking capital growth with a low tolerance of loss, achieved by global investment, primarily using Exchange Traded Funds.

Other portfolios managed in accordance with the same investment criteria may have experienced different results due to the difference in timing of the initial and subsequent investments and also by the timing of any withdrawals. The risk characteristics of the portfolio illustrated here are not suitable for all types of investor.

Investing in Exchange Traded Funds may expose the investor to a number of risks, some of which are specific to Exchange Traded Funds and some of which are general investment risks. Not all Exchange Traded Funds are suitable for all investors. The value of investments and the income from them can go down as well as up and investors may not recover the amount of their original investment. The sterling value of overseas investments, and the income from them, will fluctuate as a result of currency movements. The tax treatment of investments depends on each investor’s individual circumstances and is subject to changes in tax legislation.


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