Discretionary Service
For individuals, trusts, charities or pension funds with £500,000 or more to invest, we will construct an investment portfolio to match your investment aims, objectives and risk profile.
We will discuss these with you at our initial meeting. We will also establish your capital and income requirements, clarify your attitude to risk and your time horizon, take any specific stock instructions and explain the tax implications of your investment.
A discretionary service to meet your requirements
- We operate on a discretionary basis: we take the investment decisions for you, based on an investment agreement which permits us to act on your behalf.
- Through careful consideration of your investment objectives, we will create a portfolio that is individually matched to your particular requirements.
- We always operate within the terms of your mandate to us and will accommodate any specific inclusions or exclusions you might specify.
A Designated Account Manager
- One of our experienced investment managers will be appointed as your designated Account Manager.
- A deputy will also be appointed, so that someone with detailed knowledge of your portfolio will always be available to you.
- Both manager and deputy take personal responsibility for the decisions on your investments and for helping you achieve your investment objectives.
- At the initial meeting, your Account Manager will establish your capital and income requirements, clarify your attitude to risk and your time horizon, take any specific stock instructions and explain the tax implications of your investment.
Information at your fingertips
- You will have access to the holdings and performance of your portfolio as often as you wish, via a personal, secure area of our website.
- Every six months you will receive a full report from your Account Manager on the performance of your portfolio.
- If you wish, we will also send you a short note every time we change a stock in your portfolio, telling you what we have done and why.
- We will meet with you at least once a year to review performance and confirm your circumstances and approach to risk.
A minimum of paperwork
- We carry out all the administration work on your portfolio on your behalf, including cash management, settlement of securities transactions, corporate actions and the collection of dividends.
Constant vigilance
- Volatility in markets offers both risk and opportunity. As specialist, active fund managers we monitor economic, corporate and political influences on a continuous basis, and adjust your portfolio in line with our aim of delivering optimum performance in any given investment climate.