Makellan Bootes's Colleagues at First Samuel Limited
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First Samuel Limited
Makellan Bootes's Company Details
First Samuel has been providing an integrated wealth management service to individuals, families, charities and not-for-profit organisations since 1999.Based on the model of a European private bank, we tailor solutions to clients' individual needs. We do not pay or receive commissions, and work with a long-term view.Our service fully integrates the four critical areas of wealth management:• Strategic wealth management planning and advice• Tailored investment management• Administration, reporting and auditing• An ethical approachFirst Samuel clients are discreet in their endeavours and we mirror that in the prudent, diligent way we manage their investments. Our clients take a long-term view to investing, so are less focused on the sugar fix of the ‘next big thing' which might be receiving frenzied media attention at any point in time. In a marketplace full of financial and investment advisors offering solutions with a commission received for every client investment decision, First Samuel sets itself apart by having no commission structure. This ensures that every piece of advice delivered to a client, is in the best interest of that client. No commissions paid to First Samuel for sending a client in a certain direction, no conflict.First Samuel competes in a market space where soundbites and quick returns are often the dominant tone of conversation. First Samuel uses its thought leadership, via its bank of content, to infuse the market with broader topics and themes which withstand any one cycle. By placing the client at the centre of the service model, and working with clients who understand and value a longer-term investment worldview, so too First Samuel is able to offer a premier, bespoke service. Amplifying this difference, and attracting like-minded clients, underpins the exciting opportunity of this new role.