We currently manage 5 discretionary 'Model Portfolios' run by full time portfolio managers supported by extensive investment research. The Portfolios are managed on one of the UK's most sophisticated wrap platforms 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 than traditional product based solutions.
Our average trustee client has over £235,000 invested with Money Wise but we will consider new trust clients with a minimum of £50,000 to invest depending on the circumstances. Using the latest wrap technology to manage portfolios, our clients have greater transparency, lower costs, better research capabilities and superior risk adjusted returns.
In constructing the model portfolios, we take in to account the global economy and where we perceive risks and opportunities to be. We do not take unnecessary risks and are not afraid to go against the grain. It was these reasons why our model portfolios outperformed so strongly during the financial storms of 2008 and 2009 and why we believe we are a safe bet for investors seeking capital preservation as well as consistent investment returns, whether for income, capital growth or a blend of both.
