Bespoke Management
Qualified investment managers running bespoke portfolios according to risk profile with regular reporting and guidance.
Join the Elgin network of Financial Advisors, a group of like-minded peers that enjoy the best of many worlds
Protect your practice and secure your future
- Today. Benefit from long-term recurring income through increased client retention
- In retirement. Continue to benefit knowing your income is secure
- Beyond. Protect your legacy through securing that income for your beneficiaries
Maximise productivity and increase earnings
- Fully regulated DFM service with bespoke and risk-rated portfolios
- Comprehensive managed solutions for your unit-linked clients
- Fee-based solutions in addition to traditional remuneration methods
Broaden your client base with new services
- Low cost, low entry level investment platforms in addition to traditional products
- An investment management team that understand your clients needs and concerns
- Grandmaster fund, fills the void left by near-zero returns in the fixed interest space
Click on the topics below to enlarge on the benefits of being part of the Elgin network
Technology
‘Zeus’, our proprietary information portal is an indispensable tool providing you and your clients a full view of their portfolios and much more to help you run your business.
Marketing
White-labelling, bespoke brochures, mailing campaigns, supporting material, seminars and websites to support you enhance your brand and generate interest that increases turnover.
Compliance
Our associated companies are regulated to assure your clients their assets are being managed responsibly by qualified portfolio managers.
Proposals
Personalised, professional proposals form a vital part of the sales process. We believe they help close business, clarify client’s expectations and communicate understanding of their needs.
Training
In a competitive industry it is imperative to stay informed. Often overlooked, training and development could be critical to the success of your practice.
Administration
Businesses of all sizes recognise the benefits of outsourcing. Put simply, an hour spent on admin is an hour lost to revenue generation activities.
Links to our affiliated companies website below
Client services
Offered by Elgin Associates and provided by our affiliated companies.
Theme investing
Thematic investing to focus on trends and an excellent way to achieve additional levels of diversification within portfolios.
Advisory
For clients that demand access to professionals to provide research, analysis and suggestions to enable them to make educated decisions.
Managed portfolios
Managed solutions to suit all investors budgets and appetites for risk across all major currencies via a low cost internet based platform.
ELGIN PLATFORM
Increase returns by reducing fees with a low-cost online platform that provides complete transparency and liquidity
The Elgin management committee
The Elgin philosophy
“When choosing an investment manager to take care of your clients’ investments you should always make sure that their philosophy towards money and risk management matches yours.
Expectations should be realistic, achievable and mutually agreed upon. We believe it is of paramount importance that this is made clear right from the start so that both parties feel that there is a common understanding of the objectives and expectations”.
Nicos Cotsapas, Chief Investment Officer
Nicos Cotsapas has 18 years of experience in investment management. He is a founding partner and head of the investment committee at Elgin. He is responsible for formulating investment strategies, portfolio construction and risk management. He has considerable experience in fund analysis of both conventional & alternative funds. Nicos has both a Bachelor and Master’s Degree in Electrical Engineering from McGill University in Montreal, Canada.
Arduino has a first class honours Master Degree in Computer Science from Turin University, an MBA with distinction from the University of Edinburgh and a PhD in Quantitative Finance from Imperial College London. He served for 8 years as an Officer in the “Serenissima” Marine Regiment in Venice where he reached the rank of Captain. Arduino has 15 years of experience in investment companies and funds in the UK, Luxembourg and Cyprus and is a consultant of a portfolio of international investment companies.