Rani Jarkas Services – Questions to Ask When Choosing Personal Financial Advisors

Mr. Rani Jarkas is the Chairman and CEO of Cedrus Investments, a global boutique investment firm headquartered in Hong Kong, with offices in Shanghai, Beijing, Shenzhen, Jakarta, Cayman Islands and New York. The firm’s clients include tier-one institutions, family offices, governments and corporations in Asia, Africa, Australia, Europe, North America and the Middle East.

Before establishing a relationship with a personal financial advisor, you will want to know whether they are qualified or would be a good fit to help you with your investments. Here are some suggestions of important questions to ask before selecting your personal financial advisor:

  • What experience do you have?
  • What are your qualifications/credentials?
  • What financial advisory services do you offer?
  • What is your approach to financial advisory?
  • What types of clients do you typically work with?

In addition, there are some key traits that you can expect from a accomplished financial advisor: the ability to achieve investment returns, finance, and close deals; access to unique and promising investment opportunities; successful customized solutions; the highest level of services in all its areas of specialization; and long term relationship based on its adherence to stability, confidentiality, exclusivity and privacy.

Cedrus’ Private Wealth Management offers sophisticated and comprehensive wealth management services to select high-net-worth individuals and their families around the world. Cedrus’ focus and expertise are prudently managing clients’ investments and helping them achieve their objectives, helping its select clients with access to traditional investment products, alternative investments as well as timely, strategic and innovative proprietary investment solutions.

Cedrus is agile and nimble, and has the flexibility to work with leading platform and service providers worldwide. Cedrus utilizes a state-of-the-art, open-architecture platform and some of the most cutting-edge technologies in the marketplace, offering clients with global access, anonymous order execution, transparency, optimal execution and settlements in all major markets.