MANAGED PORTFOLIO SERVICE
Managing an investment portfolio is a challenge and requires rigorous research, a long term focus and continuous monitoring. Our investment management team have developed five model portfolios to address these issues: Defensive, Cautious, Balanced, Growth, Adventurous
PERSONAL PORTFOLIO SERVICE
The Personal Portfolio Service is designed for clients who desire active and ongoing management of their portfolio. Clients who use the Personal Portfolio Service have their own dedicated Investment Manager.
We focus on client-specific investment solutions to meet specific client objectives based on risk appetite, expected cash flows and investment restrictions. From this, we can create a varied portfolio, using a wide-range of assets that can be easily realised to ensure maximum liquidity whilst seeking the highest appropriate yield.