We will share with you the responsibility for meeting your long term investment goals by constructing, managing and administering your investment portfolio.
At a time when greater emphasis is placed on long-term self provision, it has never been more important to obtain specialist investment management.
Our Investment Management Service is delivered by experienced and qualified investment managers, who will construct, manage and administer an investment portfolio with the aim of achieving for you a consistent performance over the long term based on your attitude to risk and investment aims. We foster a close, trusted relationship with you so that your long-term objectives are fully understood, enabling us to provide a suitable investment strategy. Learn more about our core investment strategies.
We will provide our Investment Management Service to you if you have a minimum of £50,000 to invest.
Our Investment Management Service is undertaken on a discretionary basis. Once we have completed a detailed analysis of your personal circumstances, investment aims, time horizon, capacity for loss and attitude to risk, we will manage your portfolio of investments and undertake all investment decisions and determine when would be the most appropriate time at which to invest or make changes to your portfolio.
Given today’s historically low Bank of England base rate, we do not currently pay interest on any cash balance that is held in your managed portfolio. Any interest that we may receive on your cash balance will be retained by us.
Cash is included in the total portfolio value, used to determine our fees as detailed in the Rates and Charges schedule below.
Which investment accounts can it be applied to:
In addition to providing a general investment account and ISA, it is possible for us to manage investments you may have within an offshore bond or pension. We also specialise in the management of Court of Protection funds and general trust arrangements.
Keeping you up to date with the progress of your portfolio:
We will provide you with a detailed quarterly report on the progress of your portfolio covering the activity over the period and a performance summary which also includes the movement in the appropriate industry-standard index, agreed with you at the commencement of the arrangement.
This provides you with the ability to measure the relative performance of your portfolio.
If your portfolio falls by more than 10% between our quarter end reporting points, we will inform you of this immediately.
Our online valuation service allows you to access a current valuation of your portfolio, 24 hours a day, 7 days a week. This facility also allows you to view a historical valuation of your portfolio as at the close of play on any business day.
Each May, we will provide you with a Consolidated Tax Certificate and supporting income schedules, along with a Capital Gains Report where appropriate.