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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.

Request a consultation

  

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

Are we in a global stock market bubble?

After a dramatic rebound from the lows of March 2020, equity markets have hit a series of record highs in 2021 with many speculating that markets are in bubble territory and that we could see a pullback soon. Our expert Deputy Chief Investment Officer, Richard Champion explains why we don’t believe we’re quite there yet.

Read more
Investing in technology – should investors look beyond the US?

Think technological innovation and you need to start in the US whose largest stocks are all technology-related. But does this mean the UK, or in fact Europe is devoid of investment opportunities in innovation?

Read more
Investing in equities in 2021 - why they can keep on rising

In our latest zoom webinar to clients, our Chief Investment Officer, Michel Perera, gives his outlook on the investment market and the opportunities around investing in equities in 2021.

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 Lawrence Peterman

Lawrence Peterman

Investment Director

Lawrence is an Investment Director with over 20 years’ experience managing and advising clients on Investments.  He has been on the CGWM UK Discretionary Stock Selection Committee for five years, playing an active role in the firms Equity strategy.

Previously Lawrence worked as an Investment Manager at Eden Financial before it was acquired by Canaccord Genuity and as an equity analyst at Société Générale. 


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Photo of Adam Ross

Adam Ross

Investment Director

Adam specialises in providing discretionary and advisory services to high net worth individuals, intermediaries and asset managers. Adam is a Member 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.

Download brochure 

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.