CapitalCare was originally developed for our wealthy clients, but is applicable to everyone. CapitalCare is a step beyond the standard advising practice, that that can often leave investors in a mist over the performance of their assets. Nothing is quite as clear as it should be. CapitalCare brings together your personal financial circumstances, technology and the use of some basic mathematics in the form of a probabilistic scenarios.
Step 1. Portfolio Analysis – Stress testing is essential. We use a methodology to give a directed-cloud of likelihoods of your unfolding financial position. Clients’ get to visualise the probable and improbable scenarios that can play out. They take more charge over outcomes, and with confidence.
Steps 2. Use of Artificial Intelligence – Perimeter Consultancy has an Advanced A.I. advisory service – SigmaPlus. The results achieved to date demonstrate that portfolios utilizing the SigmaPlus service have mostly achieved superior returns with lower volatility, and in many case lower trading costs. The majority of these portfolios have consistently outperformed their chosen benchmark. To achieve optimum results we can select one or more portfolios to match your needs.
Step 3. Tax Mitigation – We advise our clients on ways to legally minimize their taxes. In addition, we can advise on 2nd passport, alternative tax residence and sophisticated ways to maintain client privacy. We work with world leading authorities on taxation for our Ultra High Net Worth Clients and our expert on international taxation has designed frontier solutions on tax mitigation.