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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.

Photo of Matthew Ellis

Matthew Ellis

Investment Director

Photo of Duncan Stratford

Duncan Stratford

Head of UK Front Office

Areas of expertise:

Portfolio management, asset allocation, stock selection, investment strategy

Find out more about our expert team Our people

Keeping you informed

Your guide to inheritance tax - calculate your potential IHT bill in five minutes

To help you, we have created this calculator. Once you have filled in the steps you will be able to see how much inheritance tax (IHT) could reduce the amount you leave behind.

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AIM to manage IHT - the advantages of investing in the Alternative Investment Market

With our families’ future financial wellbeing always in the back of our minds, we’d all welcome legitimate ways to manage inheritance tax (IHT) liability. One way to do this is by investing in the Alternative Investment Market (AIM).

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How investors should view the US midterm election results

The expectations were right on cue: Democrats took over the House of Representatives with a comfortable lead and Republicans kept the Senate with an increased majority. Markets are logically only slightly positively moved by the outcome. Beyond the immediate reaction, though, there should be a more bullish backdrop building in the coming year for risk assets.

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Wealth blog updates

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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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