Investment Management
We are strong believers that most advisers and financial planners are not best placed to continuously monitor the financial markets. With fund managers constantly moving, it is imperative that managers are benchmarked and monitored within a client's agreed risk profile.
We are highly flexible and can work with any nominated investment managers to support a new client's existing asset management arrangements. As part of our in-depth financial review, we will explore the best avenues for handling their financial affairs going forward and should it be felt appropriate, have a preferred discretionary fund manager, 1st Port Asset Management (a trading name of Raymond James Investment Services Ltd), who can handle long-term and day-to-day investment opportunities for portfolios in excess of £150,000. They will construct tailored and risk centric strategies and continuously monitor performance and outlook to ensure our clients' objectives are met.
Clients with asset portfolios below £150,000 can be accommodated using alternative 'off the shelf' planning and portfolio construction strategies.
