Portfolio Management
Portfolio Management is a key component of our proposition. We believe that we are unique, as a boutique company, to have the range and depth of investment experience to offer private clients.
We offer you a number of features:-
- The choice of Advisory or Discretionary Portfolio Management
- Bespoke multi-asset class and multi-manager portfolios across a range of tax wrappers (incl SIPP, ISA and Offshore options)
- Our Chief Investment Officer, Ian Brady, ran the Invesco Perpetual World Income and World Growth Funds that were both Standard and Poor “AA” rated funds
- An Investment Committee with extensive fund management experience
- Choice of major currencies
- Offshore options for non domiciled clients
- Custody, dealing and half-yearly benchmarked reporting via Raymond James Investment Services http://www.rjis.co.uk/
- Secure online access to your portfolio
Competitive and transparent fee structure that includes ongoing financial advice and regular review meetings
Ease of administration, ongoing active portfolio management and secure custody are just a few of the benefits that you can enjoy.
The recent economic and market turbulence has inevitably caused real concern about how wealth is being managed. Our approach focuses on asset allocation, the selection of proven fund managers and the avoidance of esoteric or structured financial instruments.
We also publish regular commentary on markets, asset classes and asset allocations.