Our Wealth Management team can provide advice on all areas of corporate financial planning, including investment.
We currently run 5 'Model' portfolios, each of which is managed on a 'discretionary' basis using one of the UK's most sophisticated wrap platform's, with the aim of taking advantage of new market information and changing economic conditions. Each of the portfolios has a different risk and reward trade off, so that any individual clients' needs may be matched. We offer our clients this facility because we believe it is a much more efficient way of managing money and delivering better service.
Our average investor has over £200,000 invested in our 'Model' portfolio service. However, we will consider a minimum investment of £50,000 for new customers depending on the circumstances. Using the latest wrap technology to hold and manage money, our clients benefit from greater transparency, lower costs, superior risk adjusted investment performance and 24/7 on-line access to information and valuations.
