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Principal |
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The principal of the business is Jennifer Bingham who has worked in the financial services industry for over 20 years, as finance director, chief operating officer and compliance officer. |
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Tax Consultant |
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Christina Knight is a qualified Chartered Accountant and Chartered Tax Advisor who has been in active practice for many years |
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Portfolio Administration |
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We work with our clients to consolidate their portfolios into a tailored reporting summary� |
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Monthly Portfolio Summary |
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Transaction Updates |
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Monthly Portfolio Valuations |
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Portfolio Overview |
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Overseeing the structure of the portfolio against both client and instrument objectives facilitates an active and informed decision process... |
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Stop losses monitored� |
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Index comparisons |
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Objectives and strategies measured |
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Peer comparisons |
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Portfolio Reporting |
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By updating and aggregating the portfolio into a monthly Balance Sheet and Profit and Loss Account, valuable information is provided in a timely manner... |
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Monthly consolidated B/S |
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Data relevant to our client highlighted |
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Clear reporting summary |
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Portfolio Analysis |
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Delivering value to the client through a transparent process... |
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Identification & explanation of over/underperformance |
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Volatility |
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Value at risk |
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We are a family office working for private clients, trusts and foundations, offering a personal and specialised service to both UK resident and non- resident clients. |
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We administer, monitor and report on our clients� portfolios by means of an active data driven approach. Our tax department advises on and processes our clients� UK tax affairs and we offer an accounting function to cover day to day financial administration. |
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Portfolio and Investment Analysis |
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Transparent, accurate and up to date information facilitates the investment decision process... |
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Investment project consultancy |
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Market analysis |
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Stock analysis |
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Tax Administration |
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Tax plays an important part in our clients� financial management... |
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Review, monitor and report |
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Liaise with clients� worldwide advisers |
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Preparation and submission of UK Tax filings |
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Other Services |
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Accounting and bookkeeping function for day to day financial administration. |
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Evaluation of overheads and cost management. |
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Our co-operation with legal and trust firms enables us to provide offshore tax planning and make offshore trust arrangements on your behalf. |
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180 Piccadilly, London W1J 9HF |
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+44 1494 814361 |
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+44 20 7830 9622 |
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+44 7595 533175 |
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+44 20 7439 0262 |
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bingham@binghamknight.com |
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www.binghamknight.com |
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Address |
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Direct Line |
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Office |
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Mobile |
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Facsimile |
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E Mail |
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Web |
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Contact Details |
