Wealth & Money Management Awards 2015

Zucker & Co

Zucker & Co is one of the 2015 winners of Wealth & Money Management Awards at Wealth & Finance.

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About Zucker & Co

Award for Innovation In Investments – Second Opinion Concept

Zucker & Co is an independent investment advisory and consultancy firm working with private clients, family offices and charities.

As an intermediary between clients and providers of investment services for private clients we sit firmly on the client’s side of the table and guide them through the process of organising their investment needs in the most efficient and transparent way.

One part of clients come to us as a result of what the industry likes to call a liquidity event such as the sale of a business, a divorce, an inheritance or, in the luckiest of cases, a lottery win. The term liquidity event sounds cynical but merely refers to the fact that there is suddenly a lot of cash to invest where there was none before. If clients don’t have a previous experience in managing investments, the question “What Next” can take a daunting perspective and we are here to help. We discuss with the client’s need for income generation, capital preservation and test out his or her appetite for risk and ability to stomach losses. We develop a comprehensive risk profile and explain how different investment approaches will affect him under various market scenarios. Building on this, we will develop an asset allocation framework and help him to identify the best and most cost efficient managers to implement the strategy.

Other clients come to us because they would like a review of their existing portfolios or an analysis of a financial product they are invested in. This service is akin to a financial health check or a “second opinion” to make sure that the current solution is fit for purpose.

For both groups of clients we act as their external Chief Investment Officer with the intention to provide the level of understanding, transparency and ease of mind required.



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