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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

Climate change investing for decarbonisation

At our latest conference, our ESG experts discussed how you can invest to support climate change and achieve zero carbon emissions and global decarbonisation while still generating a decent investment return. Read more here.

Read more
A new momentum – speeding the move towards economic recovery

Every six months, we pull together our views into one timely, engaging, and easy-to-read publication, called News & Views. In this blog you can read all the key articles.

Read more
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

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 Min Saha

Min Saha

Investment Director

Min specialises in discretionary portfolio management for high net worth individuals, trusts and charities. He chairs the CGWM Alternative Investments Committee. Min qualified as a Chartered Accountant and is member of the Chartered Institute for Securities & Investment.


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Photo of David Herbert

David Herbert

Head of UK Portfolio Management

David is responsible for managing direct equity based and multi-manager portfolios for private clients, trusts and pension funds. David is a member of the CISI.


Photo of Alex Whiting

Alex Whiting

Investment Director

Alex is responsible for managing direct equity and multi-manager based portfolios on an advisory and discretionary basis for private clients, trusts, charities and institutions. Alex is a member of the closed ended fund committee and the alternative assets fund committee. He is a Chartered Fellow of the CISI.


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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.