Personalised Service
Personalised Service
High-Touch Client Service
First Global Investment Corporation, we pride ourselves on delivering high-touch client service, ensuring that you feel supported and informed throughout your investment journey. As your investments are managed by our parent company, First Global Investment Corporation, based in the United States and regulated by the US Securities and Exchange Commission (SEC), we are committed to transparency and communication. While certain protections applicable to retail customers in the UK may not extend to our services, we encourage you to explore our ‘Regulatory Information’ page for comprehensive details. Our dedicated team is always here to address your questions and provide the personalized attention you deserve.
At First Global Investment Corporation, we are devoted to delivering high-touch client service that goes beyond mere portfolio management. We take the time to truly understand your financial needs, empowering you with the education, confidence, and peace of mind required to achieve your long-term investing goals. While managing your investments is a crucial aspect of our work, we believe that providing personalized service is equally—if not more—important. Our dedicated team is committed to fostering a supportive environment where your questions are welcomed and your aspirations are prioritized, ensuring a partnership built on trust and understanding.
Education and Communication
At First Global Investment Corporation, we believe that informed clients are empowered clients. That’s why we prioritize education and communication, ensuring that you not only understand the status of your portfolio but also the rationale behind every decision we make. Our commitment to keeping you updated on market trends, outlooks, and the key factors influencing your investment strategy is central to our approach. By fostering an open dialogue and providing comprehensive insights, we strive to cultivate a partnership built on transparency and understanding, helping you navigate the investment landscape with confidence.
In addition to regular calls from your Investment Counsellor, you will have access to an array of educational materials to read, watch or listen to, including
- Comprehensive Quarterly Reviews
- Regular online commentary
- Capital Markets Update videos
- Periodic updates from the Investment Policy Committee
- Market Insights Podcasts
- Exclusive Client Columns from Ken Fisher
- And much more
Your Investment Counsellor
Experience a truly personalized approach with your Investment Counsellor, who is dedicated to understanding your unique financial goals. Enjoy regular updates at a frequency that suits you, ensuring you’re always informed and engaged. Your Investment Counsellor is proactive, reaching out to notify you of any significant developments in your portfolio, so you can feel confident and secure in your investment journey. Your success is our priority!
Your Investment Counsellor is your trusted guide in navigating the financial landscape, free from the pressures of sales or commission-based incentives. Their primary focus is to keep you informed and engaged, regularly assessing and discussing your investment objectives with you. By closely monitoring your accounts and offering daily support, they ensure you have a clear understanding of your financial situation and the rationale behind every decision. Rest assured, their commitment is to empower you with knowledge and confidence about your investments!
At First Global Investment Corporation, your Investment Counsellor serves as your main point of contact, but you benefit from the collective expertise of a dedicated team of professionals working on your behalf. Your Counsellor collaborates seamlessly with experts from Research, Trading, Operations, and other key areas, all guided by the strategic vision of the Investment Policy Committee (IPC). This collaborative approach ensures that your portfolio is managed with a comprehensive and well-rounded perspective, providing you with exceptional service and insights tailored to your financial goals.