Investment Management ServiceOne aspect of our business is the offering of a pro-active Investment Management Service. This service is suitable for clients who know the degree of risk with which they are comfortable and want a pro-active advisory service that reviews the investments they hold on a regular basis. In providing this service we can ensure that investment portfolios are positioned to reflect our views on investment markets and how we feel clients can maximise their returns taking account of market conditions and their own tolerance for investment risk. We offer a number of risk rated portfolios from Very Cautious through to Aggressive Equity, each designed to reflect individual client risk tolerance. Clients can switch between all portfolios at no charge to enable their investments to be adjusted should their risk tolerance change. Portfolio switches are made without cost or charge. Our in-house Investment Committee meets every month to review economic conditions, fund manager performance and how these affect client portfolios. When we feel a change is beneficial for you, we will contact you and provide a recommendation. The service has been designed to be transparent in terms of cost and accessibility and the key facts are detailed below:- One clear, maximum fee of 1% per annum of the funds under management with:
The service is part of our client proposition and one that we feel is essential in times when economies and investment markets react so quickly to news. |
