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Tailored, personal portfolio management

  • A bespoke portfolio crafted around your unique needs
  • Managed by your personal Investment Manager
  • Our collective investment expertise working on your behalf
  • Access to a wide range of asset classes and markets
  • 24/7 account access via our CG Wealth Online service
  • Regular market updates and expert analysis 

Arrange a no-obligation complimentary consultation with a personal Investment Manager now

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Our portfolio management services

With our portfolio management service our Investment Managers 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 bespoke portfolio to meet your unique needs and attitude to risk.

Our investment management 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.

As a specialist firm, we dedicate all our energy and resources to increasing our expertise in this complex area. So, when you entrust our team with your personal wealth, you can depend on our in-depth knowledge and experience.

Good reasons to choose our discretionary portfolio management service

  • We will spend time getting to know your likes and dislikes, attitude to investing, long-term financial and lifestyle goals and timescales to achieve them
  • We will use this knowledge to build you a unique portfolio tailored to your wishes, your investment goals and your risk appetite
  • We will manage your personal portfolio on your behalf, saving you time and hassle
  • Your personal Investment Manager will be on hand whenever you need them
  • We will keep you informed on the performance of your portfolio and the actions we are taking to optimise it
  • We will endeavour to build a trusting and enduring relationship with you, that will adapt to your changing needs
  • We will ensure our recommendations are always relevant and personal to you.

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What you pay for our discretionary portfolio management services

The highly personalised nature of our discretionary portfolio management service means the total cost you will pay is affected by a number of variables. For example, your individual tax situation, your long-term goals, stamp duty if applicable, currencies, overseas dealing, the extent you are invested in third party funds and so on.

We are completely committed to fee transparency and understand the complexity and confusion when trying to compare one wealth manager against another. This is why we prefer to talk through our charges with you, so you fully understand our annual management fee (which is subject to VAT) and any other costs you are likely to incur. We can also provide you with a breakdown of our total fees.

As a private client, your Investment Manager will keep you up-to-date on the total fees you are paying. You will also receive a quarterly report which will give you a full breakdown of costs. Our objective is to aim to deliver the returns you wish for, and we will not eschew performance to drive down the fees you pay for our expertise.

For further information on our fees, please contact us.

  

Keeping you informed

The start of a synchronised global recovery – seeing is believing

At our latest client zoom update, our experts provided their latest outlook for markets and the economy, with evidence pointing towards a very positive outlook for equity investors. Here, we provide their fascinating insights as well as covering some of the other questions asked by our clients.

Read more
Are we in market bubble territory?

As markets rise, some have pointed to signs of excess, but are we entering bubble territory in 2021? Find out what our investment experts have to say. 

Read more
Inflation and investments: why inflation matters now more than ever

Inflation matters now more than ever but what does that mean for investors and which investments may protect against its effects? Read more here. 

Read more

See all blog posts

Contact a personal Investment Manager today

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 Max Caris Harris

Max Caris Harris

Investment Director

Max manages a team offering bespoke and personally tailored portfolio solutions and specialises in charitable trusts, private clients and pension funds. Max is a Chartered Fellow of the CISI.


Photo of Jonathan Ward

Jonathan Ward

Investment Director

Jon manages direct equity, bond and multi-manager portfolios across a broad range of asset classes. He focuses on traditional and bespoke mandates for high net worth private clients, trusts, charities and pension funds. Jon began his career in 1997, initially with the stockbroking arm of NatWest and subsequently at Collins Stewart.

He chairs the Investment Trust Selection Committee and is a member of the Alternative Investments Selection Committee. Jon is a Chartered Wealth Manager and Chartered Fellow of the CISI.


Photo of Roy Clouse

Roy Clouse

Investment Director

Roy is responsible for managing discretionary portfolios for high net worth private clients. Over his career, spanning over 30 years, he has advised on investing in equities, fixed income, foreign exchange and funds on a global basis and in a variety of currencies for onshore and offshore clients. He sits on Canaccord Genuity Wealth Management’s Fixed Interest Committee and ETF Committee and is a Chartered Fellow of the CISI.


Find out more about our expert team

Download our brochure

Take away information about all our personal wealth management services and our investment process in one document.

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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.