With our portfolio management service (or discretionary portfolio management service as it is also known), our investment professionals build and run a personalised portfolio on your behalf, without needing to ask your permission each time they want to make an adjustment.
We believe it is more important to manage your portfolio to meet your risk objectives than to chase short-term returns, so we will design your unique portfolio to meet your individual needs and attitude to risk.
Our investment team will look for suitable opportunities from around the world, investing in individual stocks and bonds, and other alternative asset classes. They also invest in third party investment funds, for added diversification and access to a wide range of investment styles and strategies.
Why choose portfolio management?
- Our investment professionals will build a personalised portfolio in line with your wishes, long-term investment objectives and attitude to risk
- We will run the portfolio on your behalf, saving you time and hassle
- Our investment team can look for suitable investment opportunities from around the world
- For your safety, our investment approach is risk driven
- Your Wealth Manager will be in touch with you regularly to update you on your investments and their performance.
Some of our personal Portfolio Managers
If you would like to know how we can help with your investment and wealth management needs, get in touch. We will be delighted to provide more details of our services.
Keeping you informed
Inheritance tax affects a large number of people and can be very costly. David Goodfellow, our Head of Financial Planning, gives his 5 top tips for reducing your inheritance tax liability.Read more
What can we learn from holiday bartering when it comes to assessing the implications of today’s global trade spats? Richard Champion, Deputy Chief Investment Officer at Canaccord Genuity Wealth Management considers President Trump’s approach to negotiation and what it could mean with regards to a so-called ‘trade war.’Read more
How can we help?
If you would like to know how we can help with your investment, wealth management or financial planning needs, get in touch. We will be delighted to provide more details of our services.
IMPORTANT: Investment involves risk. The value of investments and the income from them can go down as well as up and you may not get back the amount originally invested. Past performance is not a reliable indicator of future performance.