 |
||||||||
 |
||||||||
 |
 |
 |
||||||
 |
||||||||
|
|||||||||||||||||||
|
Portfolio Management | ||||||||||||||||||
|
|||||||||||||||||||
|
The best medium and long-term returns from investment come from sensible management by experienced and well-motivated experts. Each office of James Brearley & Sons is staffed by qualified investment managers who can give you and your portfolio their personal attention. They are supported by our Investment Management Division, which as well as managing many portfolios including our Unit Trusts is a source of researched investment opportunities. |
 |
||||||||||||||||||
| Discretionary Management | |||||||||||||||||||
Involves us managing your portfolio along agreed lines and you authorising us to take actions without prior reference to you. |
|||||||||||||||||||
| Advisory Management | |||||||||||||||||||
| For clients who want to retain some involvement in their portfolio but value the expert input of an Investment Advisor. |
|||||||||||||||||||
| All managed clients will receive our regular 'Investment Review' | |||||||||||||||||||