Few investors understand the risks they are taking. Carbon will explain this to you and structure your portfolio so that you take the minimum risk necessary to achieve your goals.
Our investment strategy minimises fund management and trading costs to maximise your return. As a Carbon client, you have access to sophisticated institutional investment funds not generally available to retail investors.
We hold our clients’ assets in the most tax-efficient way possible. We review your portfolio regularly to control risk and make sure your money is working as hard as it can for you.
You can access your portfolio and obtain real-time valuations at the touch of a button.