PROFESSIONALLY MANAGED PORTFOLIOS
|Over to you You’re in the driving seat. You can deal in investments either by phone or online, and we simply execute your orders.
||Where you take the lead For clients who are comfortable taking the lead, decisions are taken in partnership with an investment manager.
||Where we lighten the load From the very bespoke constructions, or our managed portfolio strategies we have a choice of approaches, including different styles and managers.
|Built for those who want to retain complete control of their investments.
||Designed for those who would like to manage their own money, but appreciate the support of a professional investment adviser
||A range of risk assessed options including:
|We provide the technology and resources to support a DIY approach.
||A dedicated adviser will be on hand to discuss market developments and your holdings.
||Discretionary: Bespoke Portfolios, and Tailored Traditional multi-asset portfolios (from 200,000 GBP).
|The service supports both telephone and online dealing.
||Having made initial recommendations, these are then kept under ongoing review.
||Individual equity/Passive/Absolute Return managed portfolio strategies (from 50,000 GBP).
|Access the widest range of asset classes, dozens of exchanges and thousands of funds.
||Before investing, your adviser will engage with you to thoroughly understand your circumstances and your aims.
||Benefit from a rigorous suitability process to design an appropriate investment approach.
|Take advantage from pre-built ‘mini model’ portfolios to benefit from a given theme.
||Benefit from the insights of a longstanding asset management business, with professional fund managers and global reach.
||Continuous monitoring means your investments remain matched to your investing objectives.
|Invest within a range of tax wrappers including ISAs and SIPPs, or simply in a General Investing Account.
||You remain fully in control of the decision making process at all times.
||A range of styles to suit investing personalities and investing types.