Some of the most frequently asked questions about investments
Q: Who is Forth Capital?
A: Forth Capital is a privately owned, fully authorised, Swiss headquartered, independent asset management company.
Q: Why Invest with Forth Capital?
A: Forth Capital can you give you access to some of the world’s best investment opportunities in a low cost, tax efficient transparent structure.
Q: Is my money safe?
A: At Forth Capital, we take the issue of risk very seriously. We will only work with well known, well capitalised financial institutions with strong internal risk management processes who act as our client custodians. For investments, we recommend only the best fund managers and believe in reducing risk through diversification.
Q: How often should I review my financial plans?
A: At Forth Capital we would recommend that individuals should review their financial in plans every year, but also whenever you:
- are making or considering making a big investment
- you have or are expecting to receive a significant windfall
- you are considering the sale of an asset worth 100k GBP or more in value
- are planning a significant lifestyle change e.g. a change of career or moving to a new country
- you have new monetary goals or targets to adjust your planning to accommodate and optimize for
Q: Can I switch my investments?
A: Forth Capital monitors the performance of your portfolio on a daily basis. We will advise you when the time is right to realise the gain and take your profit from each investment. However, you may wish to exercise your right to either keep or sell any investment at anytime.
Q: How can I monitor my investment?
A: The investment houses that we use will provide you with regular valuations and most have online facilities that you can use to access valuations on a daily basis. In addition, your Private Banking Adviser provides updates as frequently as you request. The components of your portfolio are monitored on a daily basis, depending on the product, and clients are advised if and when the Investment Committee suggests a strategic course of action.
Q: How can I invest?
A: You can contact a Forth Capital adviser for details or you can arrange to meet us in either our Geneva office or other locations. Call us on +41 22 311 1441 to arrange an initial meeting. Forth Capital will make a detailed proposal once an initial analysis of your objectives has taken place.
If your own questions are not covered among these frequently asked questions then please do not hesitate to contact us.