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20 Jul 2022
The benefits of investment management
Three reasons to consider engaging an experienced investment manager to oversee your portfolio.
Making investment decisions alone can be a daunting and time-consuming process filled with doubt. That’s why many people choose to work with an experienced investment manager with knowledge of the financial markets, who can take the burden of managing your investments from your shoulders.
If you’re not sure whether to self-invest or work with a professional, consider the following benefits of investment management.
Whatever your objective - income generation, increasing capital value, or a balance of both - it will be easier to achieve with the help of a skilful investment manager.
They will tailor your portfolio to your needs and circumstances, exposing you to additional investment opportunities by providing access to a broader range of securities, whilst ensuring that your portfolio remains suitable to your needs.
Portfolio performance monitoring will also fall under the investment manager’s remit, and they will ensure that your portfolio is diversified to minimise your risk exposure over the medium to long-term.
An investment manager can assist you with the organisation of your administrative tax matters, cash flow management, and distribution of your wealth to future generations in conjunction with your financial planner. They will take a holistic view of your investments and ensure that your affairs are in order at the end of the tax year, for example by using your capital gains tax allowance. Our financial planners, while not tax specialists, can advise you on a range of tax-efficient strategies to preserve your wealth and allow you to make the most of your money.
An investment manager will also be able to reduce the level of your administrative commitments by, for example, facilitating payments to external parties.
Increased probability of positive returns
By being there at the right time and working closely with in-house research specialists, a practised investment manager will be able to time market movements more accurately and implement portfolio changes to take advantage of prevailing market conditions.
This can significantly improve the probability of a positive return on your investment in a cost-efficient manner, particularly during challenging times, such as when inflation is rising.
At Investec, we have a team of investment managers who can provide you with an individual professional service. Please don’t hesitate to contact us for further information.
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The information contained in this article does not constitute a personal recommendation and the investment or investment services referred to may not be suitable for all investors. Any opinion or estimate expressed in this publication is Investec Wealth & Investment’s current opinion as of the date of this article and is subject to change without notice. The value of investments and any income from them is not guaranteed and may go down as well as up; you may get back less than the amount invested. Past performance is not an indication of future performance.