An individual service designed
around you

Portfolio management

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.

Download our brochure

  • Find out the details of the service
  • Read about how we'll keep you informed 
  • Find out more about our wider services.
Download

 

Download our brochure

  • Find out the details of the service
  • Read about how we'll keep you informed 
  • Find out more about our wider services.
Download

 

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.

Photo of Noel Kelly

Noel Kelly

Investment Director

  • Time at CGWM: 14 yrs
  • Industry experience: 46 yrs
Photo of Alex Toohey

Alex Toohey

Assistant Investment Manager

  • Time at CGWM: 3 yrs
  • Industry experience: 16 yrs
Photo of Richard Stanley

Richard Stanley

Investment Director

  • Time at CGWM: 8 yrs
  • Industry experience: 30 yrs

Find out more about our expert team Our people

Keeping you informed

Covering the cost of care homes

End-of-life care costs can see a lifetime’s accumulated wealth whittled away in just a few years. And with 35% of British workers currently believing they will never be able to afford to live in a care home, putting a financial plan in place has never been more important.

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What if... there's an attack on the new technological world order?

Companies such as Facebook, Amazon, Apple, Netflix and Google/Alphabet (the FAANGs) have been the primary drivers of the equity bull market, becoming the largest companies in the world in the process. But what would happen if the old world order fought back? What difference would it make to investment prospects?

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What if... Donald Trump actually gets stuff done in 2018?

Many people have written off 'the Donald' as a loud-mouthed braggadocio, full of ill-considered and offensive bluster, both domestically and internationally; not suited to the delicate task of legislating nor fit for the decorum of high office. But what if he turns things around and starts behaving like a real statesman?

Read more

Wealth blog updates

See all blog posts

How can we help?

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.

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.