Investment management
In addition to discretionary management, we also offer a range of advisory services that may include the use of a range of non-correlated asset classes to complement an overall investment strategy. As a general rule, we would seek to combine these with cash management to maximise potential returns to an investor within a given risk profile.
Exposure to non-correlated assets can range from hedge funds and structured products to private equity and property sourcing. These can often produce absolute returns in difficult market conditions.
Our professional connections provide us with opportunities to negotiate discounts on property developments that are passed on to investors through direct investment or via a fund.
Morgans wrap account
Through our market leading wrap platform we are able to offer a complete investment management service. Clients’ assets can be administered and accessed online using a single, centralised administration platform. This simplifies asset valuation reporting and consolidated tax vouchers and is in contrast to those platforms that only ‘wrap’ products from a limited range of financial providers, resulting in less investment choice for the client.
Our platform can reduce the administrative burden associated with data gathering from several sources when information is required for tax returns. This makes it an extremely valuable aspect of our asset management service for those professional accountancy firms with high net worth clients.
The wrap account is operated under the custodianship of Pershing Securities and administered by Raymond James Investment Services Ltd.
For more information please contact Philip Porter via Send a Message or locate his direct line in View all your contacts.
