Investment Management Services
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Hassle-free investing and your portfolio managed by investment professionals.
A bespoke service tailored to your needs, with a dedicated Investment Manager taking over the burden of monitoring and managing your portfolio of investments.
The Discretionary Investment Management Service passes the burden of managing your portfolio of investments to a dedicated investment manager. Investments are targeted to provide the best returns within your stated risk profile and investment objectives. Your investment manager is available to discuss any aspect of your investments and you will be regularly updated with the performance of your portfolio.
The Advisory Investment Management Service is managed in a similar way to the Discretionary Service; the only exception is that your Investment Manager will contact you for approval before any proposed transaction takes place. You are informed of appropriate corporate events so that you can take the necessary action where applicable.
Key Features:
- A fully tailored flexible Investment Management Service with access to a personal Investment Manager.
- Each portfolio tailored to fulfill your individual requirements and monitored to ensure lifestyle changes are considered.
- A flexible product including access to investment expertise in mid-cap & smaller companies and derivative products if desired.
- Independent and unbiased advice.
Risks
- The value of your investments and any income from them may go down and you may get back less than you originally invested.
- If you are unsure about the suitability of this service please contact us for advice.
Additional Features:
- No minimum portfolio size.
- Regular portfolio valuations provided.
- Notification of corporate actions and changes made to your portfolio.
- Nominee services (mandatory for both types of investment management).
- Investment income transferred to interest bearing account on a daily basis.
- Year end tax package providing a consolidated tax voucher listing all income received during the fiscal year and a capital gains tax schedule listing the CGT position for the fiscal year.
- Regular contact with external fund management groups is maintained.
- Full access to a comprehensive range of investment products including Traded Options , Covered Warrants , SIPP & ISA Management.
- Derivatives can be used as part of hedging strategies, if appropriate.
- Holistic Wealth Management available to compliment the service.
Investment Management Services: Discretionary & Managed Advisory
Hassle-free investing and your portfolio managed by investment professionals.
Disclaimer: You should be aware that the price and value of any investments and the income, if any, from them can fluctuate and may fall against your interests. You may get back less than the amount originally invested.
Information on past performance, where given, is not necessarily a guide to future performance. Exchange rate fluctuations may have an adverse effect on the value of financial instruments quoted in a currency other than your agreed settlement currency. The investment and services offered may not be suitable for all investors. Investors with any doubts as to the merits of an investment should seek advice from a suitably qualified professional advisor. You should also be satisfied that the product is suitable for you in the light of your circumstances and financial position.If you are unsure about the suitability of an investment please contact us for advice.
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