Individualised Portfolio Management
Your personal investment service
Preserve your capital, generate income and grow your investments with a portfolio designed by our investment experts just for you.
‘Personal services is at the heart of everything we do and we make it our highest priority, one of our enduring values.’
Catherine Flavin, Investment Manager at Investec
It all starts with a conversation.
Your portfolio management optionsIt is vital that clients understand each of the four different services available so they can make sure that they choose the most suitable and appropriate for them.
Discretionary Portfolio Management
If you’re looking for a comprehensive service to manage all aspects of your investments, this is your best option. After an initial meeting to make sure we understand your aims and approach to risk, we’ll use our discretion to buy and sell shares, funds and investments for you, in line with our agreed criteria.
You might prefer to retain full control and be responsible for all investment decisions. We’ll make recommendations based on the objectives and the risk profile you specify - and will accept responsibility for their suitability for the portfolio as a whole if our recommendations are followed.
Dealing with Advice
Under this service we offer advice and recommendations on individual transactions on the basis of your investment and risk profile. We will not manage your overall dealing with advice portfolio or take responsibility for the suitability or appropriateness of any portfolio as a whole.
For more knowledgeable investors, we can simply carry out transactions for you, such as buying and selling shares. You won’t receive advice or personal recommendations, and you will retain the responsibility of ensuring investments are suitable. For transactions requested in certain financial instruments, however, appropriateness will be assessed.
Find out more
Please click here to access our Client Services area, which includes our brochure and other relevant documentation