INVESTMENT PROPOSITION
RIM (BVI) Limited
Insolvency Practitioners
We understand that your objective is to realise assets for the benefit of Creditors and Stakeholders of the business throughout the liquidation process and our Bespoke Investment Portfolio Service (BIPS) will provide additional income that will alleviate/ease the burden of having to realise client assets/deplete existing cash holdings to cover the on-going costs of the liquidation.
RIM (BVI) Limited will create a bespoke investment portfolio for your clients that will provide a yield (net of fees) greater than the interest received by holding cash at a bank.
Bespoke Investment Portfolio Service (BIPS)
The Bespoke Investment Portfolio Service provides a high level of client service that includes direct access to James Maltin who will be responsible for managing your Portfolio. The Portfolio will consist of direct securities that will deliver a Portfolio with low volatility that is designed to preserve capital and provide enhanced income (relative to cash held at a bank) whilst ensuring that costs remain low.
Clients are able to access their Portfolios directly through the following link – that provides detailed information on the underlying securities, asset allocation, investment strategy and performance. In addition to the Client Portal, clients will also receive a quarterly report and will have direct access to James Maltin who will be responsible for managing the Portfolio.
Investment Proposition – Individuals
We understand that no two people are the same, so we create bespoke investment solutions for all of our clients. Our expertise and experience allow us to take a holistic approach to build a bespoke portfolio for our clients by firstly understanding their financial well-being, personal goals, needs and values through a detailed discussion. The rigour of our investment research allows us to understand every client and consider every investment option.
Clients are able to access their Portfolios directly through the following link – that provides detailed information on the underlying securities, asset allocation, investment strategy and performance. In addition to the Client Portal, clients will also receive a quarterly report and will have direct access to James Maltin who will be responsible for managing the Portfolio.
Investment Proposition – Financial Advisers
We create portfolios with different weightings of asset classes to achieve predetermined goals. Both you and your clients’ will have access to their Portfolios directly through the following link – that provides detailed information on the underlying securities, asset allocation, investment strategy and performance. In addition to the Client Portal, clients will also receive a quarterly report and will have direct access to James Maltin who will be responsible for managing the Portfolio.
By taking away the day-to-day management of your client’s investments, you can concentrate on the one thing that built your reputation in the first place; offering the best advice to your clients.