Advisory Portfolio Management

The Advisory Portfolio Management Service is designed for clients who do not want to manage their own portfolio but who wish to have the final say in all decisions. We offer a restricted advice service which aims to provide you with well-researched investment ideas that take into consideration your risk profile, but where you remain in control.

For this service we will ascertain your investment objectives and risk parameters and tailor a portfolio to meet your specific requirements. We will advise you of any changes that we think are appropriate and will have ongoing responsibility for the portfolio, however, no transaction will be undertaken without your authority.

You will receive regular formal valuations and performance reports, but can request working copies at any time. Please note that risk and performance will be considered on the basis of the portfolio as a whole and not at an individual stock level.