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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 - Are things looking up for investors in the UK?

We ended 2018 in a funk. Investors were beginning to panic that the global economy was entering a period of sharp downturn, the US yield curve was close to inverting, the Chinese economy seemed to be in trouble, Europe was back in the doldrums and President Trump had engaged in a trade war with China and, at the same time, shut down a big chunk of the US government.

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Why diversity and inclusion should matter to investors

‘Diversity’ and ‘inclusion’ are no longer just buzzwords. In this article, Patrick Thomas, Head of ESG Investments explains why both can improve company culture, performance and even national GDP, and how we at CGWM assess D&I factors when investing on behalf of clients.

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Financial planning tips for the new tax year - spring clean your finances

April: the first full month of spring, and a great time for financial planning tips. With January’s resolutions now a distant memory, this is an ideal time to spring clean your finances, make use of new tax allowances and start the new financial year on the right foot.

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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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