Discretionary management
Our Wealth Management clients may benefit from the expert services of our preferred discretionary fund managers. 1st Port Asset Management, a trading name of Raymond James Investment Services Ltd (RJIS) is completely independent and, unusually, RJIS has established an office in the same building as the Morgans Group. This provides convenient accessibility to their highly experienced Investment Manager.
1st Port Asset Management is responsible for investing client funds to reflect their individual and very specific objectives and risk profile. They hold the view that diversification across sectors, asset classes and managers is key to successful investment. As a result, their portfolio management service is specifically designed to meet the needs of those of our clients who wish to obtain this diversification across their portfolios. They maintain that the best way to benefit from investment in global stock markets is to make good use of collective investments in order to provide this great degree of diversification.
Further information can be found at www.1stportasset.com*
Individual portfolio performance is closely managed and measured against a relevant benchmark, which is agreed when a client opens an account. For more information please contact Philip Porter via Send a Message or locate his direct line in View all your contacts.
*Please be aware that by clicking on the above links you are leaving the Morgans Group website. Please note that the Morgans Group is not responsible for the accuracy of the information contained within the linked site(s) acessible from this page.
