PERSONAL PORTFOLIO SERVICE
Professionally managed portfolios by a dedicated Financial Consultant tailored to your financial goals.
At the very core we are a people business providing a highly personalised and bespoke investment management service to our clients.
The world we live in is constantly changing, and so our way of managing your investment portfolio is to be attentive, aware and focused on your individual needs. By utilising statistical data, sophisticated software and in house expert economic analysis, we're able to monitor the performance trends of the asset classes in your portfolio on a daily basis. We construct, manage and monitor multi-asset portfolios in accordance with your specific aims, objectives and appetite for risk.
BENEFITS OF USING AN INVESTMENT MANAGER
DEDICATED INVESTMENT MANAGER
Keeping our clients informed is key, whether by regular reports, direct contact with the investment manager, or via our internet portal.
Discretionary Investment Managers do not just buy a single fund or a number of funds and leave the client to it. Investments are carefully monitored and changes made when deemed appropriate. Our team uses some of the most sophisticated modern portfolio management tools available to help in the monitoring process and ensure the most appropriate portfolio composition is maintained.
A thorough combination of quantitative screening using market-leading tools from Reuters and Morningstar, together with experienced assessments of the key themes and risks in markets, enables our in-house research team at Kingswood to develop, maintain and implement a clear investment view.
Our team have years of professional experience and insight and will recommend changes to the investments as market circumstances dictate including whether to exploit opportunities or avoid potentially unacceptable risks. They will rebalance portfolios to prevent excessive risk which can result from the outperformance of individual
ACCESS TO ALTERNATIVES
Alternative investment strategies allocate to asset classes beyond equities, bonds and cash. The availability of Alternatives is flourishing across Real Estate, Hedge Funds, Infrastructure, Private Equity, Credit, Long/Short Equity, Global Macro, Managed Futures, Arbitrage and various Absolute Return strategies. These strategies can produce the potential for uncorrelated returns which have become critical for the diversification, return enhancement and risk management of client portfolios. At Kingswood, we are providing access to a broad range of funds and assets at institutional terms, some of which are not normally available to private investors.
Provides the opportunity to dictate investment preferences e.g. ethical, exclude tobacco etc; Allows the investment manager to exist “closer to the market” and therefore switch funds quickly to take advantage of potential investment opportunities.