Our Process
Pegasus follow a detailed and systematic process in order to be able to best advise clients in a manner that is both logical and meets regulatory standards. The normal process is as follows: Information and fact finding by Pegasus consultant to ascertain the clients financial and other circumstances, needs and objectives, time horizons, and attitude and appetite for risk.
Written advice to the client outlining any recommendations together with the costs and process of implementation etc.
Client instructs Pegasus in Jersey to proceed with the recommendations and supplies further information upon source of funds.
Investments are placed by Pegasus and any certificates etc are sent to client, regular contact with client is maintained to update on the progress of the portfolio.
Our Expertise
With over 15 years experience in the offshore investment market and a large number of qualified investment personnel Pegasus can assess the most suitable funds and services for its clients. From our head office in St Helier, Jersey a recognised centre of excellence in the offshore market we are in close contact with the leading investment and financial institutions, many of whom are based offshore. The Pegasus process is one which is both quantitive and qualitative in other words the actual performance and statistical data is assessed as well as the style of management and focus to ascertain its suitability for market conditions and the risk profile and objectives of a particular client. Funds cannot be merely selected on performance alone as we all know that markets are ever changing and last year’s top performing market may not do the same the following year. The selection process therefore needs to take into account a large number of factors.
Whilst Pegasus has the ability to assess the market they are able to relate the conclusions to its clients in simple English.