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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.

What we charge for portfolio management

Due to the personal nature of our discretionary portfolio management service and the tailored approach we take for each individual client, there are variables that may affect the total cost you will pay. For example, your individual tax situation, your long-term goals, if stamp duty is applicable, currencies, overseas dealing and so on.

We are completely committed to the issue of fee transparency and understand the complexity and confusion for individuals trying to compare one wealth manager against another. As such, we prefer to talk our charges through with you, so you fully understand the total costs you are likely to incur on top of our annual management charge (which is subject to VAT). However, a breakdown of our total fees is available on our rate card which we would be happy to share with you.

Once you become a client, you will be kept up-to-date on the total fees you are paying via your Investment Manager and in your quarterly report which contains a full breakdown. It’s our objective to deliver the returns you want, and we will not eschew performance to drive down the fees you pay for our expertise.

If you would like any further information on our fees, please contact us.

Looking to invest in smaller companies? We have specialist expertise.

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Learn more about investment management designed for charities

  • Find out the details of the service
  • Learn how we tailor our service and your portfolio
  • Find out about our range of different investments. 
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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.

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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.

Find out more about our expert team Our people

Keeping you informed

Investment market update - keeping some perspective

We believed that the investment landscape was not as bleak as some market participants were suggesting at the end of 2018, and it is encouraging that investors have now seemingly adopted a much more positive mindset, as evidenced by the sharp recovery in equity markets since their December lows. So, has anything substantial changed in investment markets since the end of last year?

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Positioning investment portfolios for slowing growth and political uncertainty in 2019

After a turbulent fourth quarter in 2018 that provided a particularly disappointing end to the year (where, for 2018 as a whole, equity markets fell and bonds and cash eked out only meagre positive returns), our attention now turns to how to position investment portfolios for 2019. All the more so as equity markets have rallied strongly since the end of last year. Where to from here?

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Getting your finances in shape for 2019: three financial resolutions to help you succeed

Here are our top three New Year’s financial resolutions to help you plan for a successful 2019 and beyond.

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Investment news update

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Looking for offshore services?

We have offices in Guernsey, Isle of Man and Jersey.

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.

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