PORTFOLIO MANAGEMENT
We can offer a bespoke portfolio service offering the highest levels of service including:
- Access to the highest levels of fund management, research and ongoing service.
- Online access to 24/7 real-time valuations and full monthly reporting, with additional face to face meetings as and when required.
- Total transparency in terms of charges and transactions.
- A performance "benchmarking" system by which you can measure the performance of your portfolio and monitor the effectiveness of your portfolio manager. Is your current one accountable in this manner?
- Access to virtually any fund and asset class in the world including REITs, Property Funds, Hedge Funds, guaranteed funds, equities, individual equities, bonds and specialised institutional only funds.
- All funds are generally accessed on institutional rates (NAV) or better, and we can offer clients improved terms on many of these funds.
- The facility to have unique funds and investment vehicles built, including capital guaranteed investments.
- We can offer this service worldwide and offer the supporting tax advice issued by fully insured and regulated tax advisors.
If you have an existing portfolio managed by a private bank or professional investment advisor why not utilize our no cost no obligation portfolio assessment service. We will professionally review your current portfolio in terms of underlying funds and tax position and produce a full written report.