Private Investment Clients
Customised Portfolio Management is a discretionary investment management service for individuals with personal investment experience and capital of over £250,000.
These portfolios tend to invest directly into global equities listed on the world's major stock exchanges. However, portfolios may contain fixed income securities or invest solely in the UK market.
Every client is assigned a qualified investment manager who is responsible for their portfolio's performance and investment objectives. Every month the client will receive a pack of valuation statements and a letter from their manager explaining the investment performance, trades and strategy.
The portfolio may contain PEPs, ISAs, trusts and pension accounts, which are managed in conjunction with their total portfolio and consolidated within the overall valuation.
If you have any questions about any aspect of investment management or any of our services please contact us
