Gautam Batra, chief investment officer at Signia Wealth, talks to Charlotte Moore about tax considerations and the need for a greater range of ETFs
Can you elaborate on how Signia Wealth operates? We offer our services to clients with a minimum of £10m to invest. The largest portfolios run into the hundreds of millions. For each of our clients we design a separate portfolio. The funds in each portfolio are invested according to a bespoke set of parameters and are managed either on a discretionary or advisory basis. How does Signia Wealth differ to other wealth managers? Unlike many other wealth managers we are independent, so we are not tied to a particular brokerage house, bank or hedge fund. We use the most effici...
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