Investment Management

We foster a close, trusted relationship with you to provide you with a range of bespoke investment strategies to select from.

How working with James Brearley could improve the service you offer to your clients:

Our bespoke 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 a consistent performance over the long term based on the attitude to risk and investment aims of your client. We will provide our Investment Management Service to your clients who have a minimum of £50,000 to invest.

Our relationship with you and your client:

We recognise how important our relationship is with you and we commit to providing you with a dedicated individual to manage that relationship. We provide you with an assurance on client ownership and commit to ensure that the underlying client remains your client at all times by dealing exclusively with you and all communication concerning your client will be between us.

Our Investment Management Service:

We pride ourselves on offering a flexible but robust and structured Investment Management Service. As such it is possible for you to select one of our core investment strategies, advising us as to whether or not the UK Equity exposure of each is to be focused on direct equities or specialist collective funds. Learn more about our core investment strategies and please see the Performance of our strategies.

Cash balances:

Given today’s historically low Bank of England base rate, we do not currently pay interest on any cash balance that is held within your clients’ managed portfolios. Any interest that we may receive on these cash balances 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 our Investment Management Service be applied to:

In addition to providing a general nominee account and being an approved ISA Manager, we have a growing number of sub-custodian agreements in place with Offshore Life Companies, SIPP administrators, QROPS and QNUPS providers. Learn more about the James Brearley Managed SIPP. We are also happy to speak to service providers that you use, if we don’t have a custody agreement in place with them. 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 client’s portfolio:

We will provide you with a detailed quarterly report on the progress of your clients’ portfolio to forward on to them 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 future performance of your client’s portfolio and report on this to them.

If one of your clients’ portfolios falls by more than 10% between our quarter end reporting points we will inform you of this immediately.

We will provide you with dedicated access rights to the secure area of our website where you may view an up to date valuation of any of your client portfolios under our management 24 hours a day, 7 days a week. This facility also allows you to view an historical valuation of a client’s 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. Hopefully this will assist either you or your clients with the completion of their tax returns.

Defaqto Rated

Our Investment Management Service has achieved a Defaqto 5 Star rating

Quick Enquiry

If you wish to speak to one of our experienced team about our Investment Management Service, please contact your nearest office, ring the number below or fill in our quick contact form.

01772 318 760

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