A session typically would be between 30minutes and 45minutes, and ideally less than 1 hour.
In a session, we help in reviewing your financial situation and goals. We also help to develop a financial plan to achieve those goals. in a session, we are happy to discuss the pros and cons of various financial products but can't recommend a specific one for you .
No, Perth Partners is a financial consultancy company and our financial analysts are not acting as traders or fund managers when providing services through Perth Partners. Hedge funds are a private investment partnership that use varied and complex proprietary strategies and invests or trades in complex products for their clients. Perth Partners does not trade for clients as it requires licensing and regulatory approval. What our Financial consultants do is to advise on investment options, asset classes, financial plans, projects, and businesses. With our financial acumen, we support our clients with due diligence on investment interests. By structuring Perth Partners as a financial consultancy, we can keep our running and administrative costs down and pass on the benefit of savings to our clients and provide our services at a much more competitive rate than hedge funds and money managers while achieving similar returns.
Yes, there are differences as we do not manage your funds subject to the rules and regulations of the FCA and SEC.The most relevant difference to you is cost. Money managers are expensive. Money managers' price structures workdifferently. For example, they operate on a fee-only basis: They charge by the hour or they charge a percent of your assets theymanage, typically around 1%. For example, if your money manager manages $100,000 of assets for you, you may pay around$1,000 that year. If the amount of your assets increases, so will the charge.Other differences pertain to rules of ethical conduct application to money managers (rules that we as financial analystscontinue to take very seriously) and mandatory levels of insurance cover. Perth Partners are not subject to this latterrequirement and does not maintain professional indemnity cover due to the limited scale and complexity of our productoffering. Most clients very rarely require such additional protection and would rather not have to pay the additional premium tohave said assurance.
Our team is made up of experienced financial analysts and business consultants who are specialists in various areas of finance, investments, and business and have trained at global leading firms in the United Kingdom, United States, France, Singapore, and Nigeria. They would use their knowledge on working on some world-class financial projects to guide potential clients on their projects. Our team has expertise in investments, corporate finance, cryptocurrency, blockchain technology, project management, financial accounting, and business management.
Our use of technology allow our team members to work remotely from around the world but we do have a head office located in Nigeria .
Our team is made up of experienced financial analysts and business consultants who are specialists in various areas of finance, investments, and business and have trained at global leading firms in the United Kingdom, United States, France, Singapore, and Nigeria. They would use their knowledge on working on some world-class financial projects to guide potential clients on their projects. Our team has expertise in investments, corporate finance, cryptocurrency, blockchain technology, project management, financial accounting, and business management.
Just click the 'Subscribe To A Plan' button on our website and pick one of our plans. After you've subscribed, one of our consultants will contact you after you have filled a form and booked a session.
Once you book an appointment, you will schedule a time in our booking page. However, this can vary depending on how busywe are, unforeseen complexities, your availability for calls, or your response to provide us with the information we require.
Unlike money managers , we do not charge management and performance fee. Once you pay for a subscription plan , that's all.
Once you've subscribed, we will allocate you a financial consultant who will contact you after you have booked a session. Your consultant will contact you via email and let you know if there's anything they need.
Yes, no information will be used without the consent of the provider of information. Once you have proceeded to use the platform for its services or solutions, the action of the user is deemed as consent to the privacy policy.