Secondly, our fund managers can gain an in-depth understanding of the needs of our clients. We believe customers value this personal level of service as well as the long-term continuity of personnel fostered by our partnership structure.
Communication is a key component in efficient client service – and we are committed to communicating effectively with our clients in difficult markets as much as in benign markets. Throughout the investment cycle, we aim to convey information promptly, simply and clearly to our clients and to their advisers, with the aim that the materials we provide can form the basis for healthy and pertinent discussions.
Such information includes accessible material about what is happening within client portfolios in terms of investment performance and portfolio changes. In particular, we aim to inform clients how changes have affected the performance of their portfolios and, equally important, how much risk is being taken to achieve the returns being generated. Clients can choose how often they receive information about their portfolios and in what form – electronic or paper-based.
To learn about how to access online valuations and information about transactions visit our online valuations page.
Please read the following information before proceeding. It provides information on some of the laws and regulations applicable to this website. Please confirm that you have read the information and wish to proceed further by clicking on the ‘Accept’ icon. If you do not wish to proceed further please click on the ‘Decline’ icon.
The information on this site is issued and approved by Brompton Asset Management Ltd (Brompton) of 1 Knightsbridge Green, London, SW1X 7QA. Brompton is authorised and regulated by the Financial Conduct Authority.
This website is for information purposes only and prospective clients should refer to Brompton’s printed literature. Any prices and other information on this website do not constitute personal recommendations or advice.
The material on this site is directed only at persons in the UK. It is not intended for distribution to, or use by, any person in any jurisdiction or country where such distribution or use would be contrary to local law or regulation. It is your responsibility to inform yourself of and to observe all applicable laws and regulations of the relevant jurisdictions. Specifically, this website should not be accessed by any US Person. Please see a definition of a US Person at the end of this document.
Brompton may record telephone calls to protect the interests of clients and itself and to improve customer service.
You should always bear the following in mind: Past performance is not a guide to future performance.
The value of investments and any income from them may go down as well as up and you may not get back all of your original investment. Changes in exchange rates may cause the value of investments and the income from them to go down or up.
If you are unsure about the meaning of any information provided on this website, please consult your financial or other professional adviser. Brompton does not offer investment advice.
Brompton has taken all reasonable care that the information contained within the website is accurate at the time of the publication. Brompton, however, makes no representation or warranty, including liability towards third parties, expressed or implied, as to its accuracy, reliability or completeness. Information, opinions and estimates and any other contents on this website are provided by Brompton for information purposes only and are subject to change without notice.
Nothing contained on the website constitutes investment, legal, tax or other advice nor is to be relied on in making an investment or other decision. You should obtain relevant and specific professional advice before making any investment decision.
Brompton assumes no responsibility for, and makes no warranties that, functions contained on the website will be uninterrupted or error-free, that defects will be corrected, or that the website or the servers that make it available will be free of viruses or other harmful components.
Under no circumstances, including, but not limited to, negligence, shall Brompton be liable for any special or consequential damages that result from the access or use of, or the inability to access or use, the materials at the website.
You should be aware that the internet is not a completely reliable transmission medium. Brompton shall not have any liability for any data transmission errors such as data loss or damage or alteration of any kind, including, but not limited to, any direct, indirect or consequential damage, arising out of the use of the services provided herein.
Messages that you send to Brompton by e-mail may not be secure. You are recommended not to send any confidential information to Brompton by e-mail. If you choose to send any confidential information to Brompton via e-mail you do so at your own risk with the knowledge that a third party may intercept this information. Instructions sent by you via e-mail and to the website are processed exclusively at your risk.
This website may contain links to other sites. Brompton is not responsible for the content or privacy practices of those other sites.
This website is governed by the laws of England.
Use of your personal data
We will use the personal data that you provide us on the website to process information requests that you make. In order to use your personal data as set out here, these may be stored and processed in any country worldwide and will be disclosed to partnerships and companies in the Brompton group and their agents.
This information will be updated from time to time. You are advised to check if any such updates have been made since you last visited this website.
A US Person is any natural person resident in the United States (US); or a company or partnership incorporated or organised in the US, but excluding an offshore branch or agency of a US person that operates for valid business reasons and is engaged and regulated as an insurance company or bank; or a branch or agency of a foreign entity located in the US; or a trust of which the trustee is a US person, unless a non-US person has or shares investment discretion; or an estate of which a US person is the executor or administrator, unless the estate is governed by foreign law and a non-US person has or shares investment discretion; or a non-discretionary account held for the benefit of a US person; or a discretionary account held by a US dealer or fiduciary, unless held for the benefit of a non-US person; or any entity organised or incorporated for the purposes of evading US securities laws.