Individual- Intelligent- Investment Our Portfolio Management services allow your clients to choose the way we manage their personal investment portfolios, whether they wish to remain central to all decisions made or prefer to leave matters entirely in the capable hands of our investment managers. We will determine your client’s financial circumstances before identifying present and future investment goals in full appreciation of their tolerance to risk, our investment managers will then proceed to devise a strategy and create a portfolio aimed at achieving those goals. The flexible nature of these services mean that portfolios can be managed using a wide range of investment types, from individual securities to collective investment funds. We keep your clients informed throughout the whole process, initially confirming the basis upon which we will manage a portfolio and then by providing updates each time our investment managers transact on their behalf. We also provide portfolio valuations which show performance versus any agreed benchmarks. Valuations can be produced at any time and can be discussed with our investment managers at any point. There are two Portfolio Management services – Discretionary and Investment Managed.
