Private Wealth Management

Austen Morris Associates’ philosophy for client servicing is simple: to provide a tailored and easy to understand service to match our clients’ exact needs.

Your Simple Solution

To provide a continuous, customised and premier service, Austen Morris Associates realizes the value of innovation. To achieve this we must constantly deliver new technologies and systematically survey clients and employees for ideas to evolve the most fundamental part of our company’s business model: SERVICE.

We use the latest technology to deliver the best solution in the most effective and efficient way possible while never losing sight of the human side of client servicing.

Austen Morris Associates has developed a cliengrowtht servicing system, which is complex and detailed while effortless and straightforward to use. Quite simply, this system allows you to receive better information, save time and achieve higher growth.

All existing clients of Austen Morris Associates will be upgraded to the new service platform FREE OF CHARGE for 12 months. It is up to you to decide if yopackageu would like to maintain this customized service package.

• Daily investment valuations

• Online access to investment information 24 hours a day

• Graphical fund performance

• Alerts, stop-loss or take-profit

• All assets on one system (investments in-house and out-house)

• Regular portfolio recommendations• Customised portfolio recommendations

• Automated system for delivering and accepting portfolio recommendations

• Increased communication with your advisor

• Easy to use client interface

Corporate Consulting

A successful business is a secure business, and one that takes care of its biggest asset – its employees.At Austen Morris Associates Corporate, we provide consultancy on the most suitable financial solutions for your company’s circumstances, whilst taking the strain of setting up and administering employee schemes.  In addition, we’ll also educate your expatriate employees about their financial positions, working abroad, and provide them with strategies to maximize their circumstances, by combining our expertise with local and foreign legislation.

Our corporate clients range from multi-national companies to smaller, local businesses, so you can be sure that we will offer the right level of support you need for the solutions you choose to implement. Outsourcing the management of your tax optimization, business protection and group schemes to a trusted and experienced partner can be a highly cost-effective and time saving option, leaving you free to get on with running your company.

Our specialist corporate consultancy team is here to help, providing a consistent, confidential and friendly service. In addition, all of our consultants are salary based, therefore our core services have no cost or commissions attached.