What we do
What we do best
At Tan Allen Piguet Asset Management we plan, create and manage diversified investment portfolios and wealth management solutions, which evolve over time, by establishing a close confidential and trusted connection with every one of our clients.
A continuous exchange of communication between our clients and ourselves helps us to understand what clients want and need from a world class financial services provider. The knowledge gleaned from these interactions enable us to customize a plan that is tailored to your own specific set of circumstances and requirements and also adapts and evolves with you as you move through life.
Our commitment
In addition to our proven investment research and analysis process, at Tan Allen Piguet Asset Management, our clients are matched with an experienced and accomplished adviser who will get to know you personally, establishing your motivations, objectives, and needs in a way that can be harmonized with the customized management of your investments. We believe that on-going, two-way communication, and transparency at all times provides clients with the insight to fully appreciate the action we take on their behalf, and more crucially, understand why we are doing it. This enables clients to enjoy peace of mind in the knowledge that their life-plans stay on a course that is most appropriate for them.
Individually customized
The individual features outlined in our commitment are combined with our investment process to create a global strategy which is aligned with our clients’ personal needs and objectives. As time passes, and personal circumstances change, we fine-tune our approach to maintain alignment.
Our global strategy amalgamates our commitment, values, and investment process with our range of complementary financial specialties, including:
- Asset protection
- Financial planning
- Investment counseling
- Wealth management
- Taxation
- Risk management
- Retirement planning
- Legacy planning
Instead of evaluating these financial considerations individually, at Tan Allen Piguet Asset Management, we bring them together as one process to create an integrated solution that addresses all aspects of the financial circumstances of the client.
