Beta Capital Management - Methodology

Our methodology is well thought out and based on the interaction we have with our clients. Easy access coupled with continuous evaluation and client communication yields the results our clients wish to achieve in meeting their investment goals.

Working with our clients to implement investment plans

We begin with a thorough analysis of our clients’ investment portfolios, risk appetite, liquidity needs and ultimate investment goals. Our goal is to come up with suitable solutions that will meet our clients’ expectations.

Continuous monitoring and adapting to changes effectively

In an ever changing world in which client priorities, preferences and needs fluctuate, our advisors also closely monitor market changes, thus ensuring that our clients’ wealth can be managed flexibly by adapting to new needs that arise and changing market trends. Our continuous work with our clients and our close relationship with them are the basic building blocks for attaining their investment goals. Managing wealth is an organic process in constant evolution underpinned by the specific needs of each client. Throughout the process, there is a constant dialogue between advisors and clients.

  • 1
    First meeting with the client
  • 2
    Client review
  • 3
    Defining the client’s objectives
  • 4
    Defining the client’s profile
  • 5
    Assessing and defining a financial strategy
  • 6
    Regular visits

The relationship starts with a meeting to discuss the client’s expectations.

We analyse and define the client’s risk profile and their personal circumstances.

The wealth management approach and the client’s financial objectives should be fully consistent with the core needs and the business, family or personal expectations of each client.

We define the client’s risk profile in accordance with their needs and level of risk tolerance.

We design and plan a personalised financial strategy, based on a wide range of investment options which, once implemented, will be reviewed and monitored on a regular basis.

You will be able to monitor and stay informed of the current state of your investments through regular meetings with us whenever it suits you.