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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.

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

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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 Alex Whiting

Alex Whiting

Investment Director

Photo of Dan Parmar

Dan Parmar

Investment Director

Find out more about our expert team Our people

Keeping you informed

Will the US midterm elections come up Trumps?

As US midterm election frenzy begins with by-elections and polls sparking much conjecture over how Trump’s presidency will be impacted this November, we go back in time to see what can be learnt from previous midterms and the potential impact on markets.

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Bank of England raises interest rate by 0.25%

As widely expected, today the Bank of England raised its policy rate from 0.5% to 0.75%. Although in line with market expectations, the fact that all nine members of the Monetary Policy Committee voted in favour of the hike, was seen as somewhat hawkish.

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A looming recession, global politics and rising oil prices – does the wall of worry stand up to scrutiny?

Chief Investment Officer, Michel Perera, descends the wall of worry and debunks investor concerns by looking at economic fundamentals.

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Wealth blog updates

See all blog posts

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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