Fully managed portfolio
Private Portfolio Management Service
Establish and agree your investment goals and parameters with your Investment Advisers and let us do the rest.
Who uses this service?
Our Private Portfolio Management service suits investors who:
- Are wanting to give their Investment Advisers discretion to act on their behalf in managing their investment portfolio.
- Would like the option to arrange regular drawings or lump sums to be paid.
- Are preparing for retirement, have sold a property, farm or business, or have received a sum of money requiring investment.
- Are wanting the complex administration and reporting requirements of their bespoke investment portfolio to be simplified and managed by a professional team.
Included in this service
A dedicated investment advisory team authorised by you to act on your behalf and manage your portfolio on a daily basis, delivering against the goals and parameters you have set.
Still wondering if this service is right for you?
Our advisers are here to help
Talk with one of our Investment Advisers. They will explain the benefits of each of our range of services, and help you decide which service might be right for you.
Alternatively, fill out our online form with your details and an adviser will contact you with the appropriate information.