The investment management service is provided for private clients and corporate entities responsible for the management of assets within their control. We will have provided investment advice to our clients based on their particular circumstances and future objectives and our investment philosophy that culminated in a specific portfolio recommendation. The service will include:
-
Identify and agree client needs and objectives
-
Establish portfolio investment policy to support needs and objectives
-
Set portfolio investment objectives to achieve needs within constraints of investment policy
-
Target return required and identify suitable benchmark, such as cash plus
-
Construct portfolio based on investment policy
-
Ensure portfolio fits clients risk profile and return required
-
Allocate assets in the most effective way
-
Monitor portfolio performance against benchmark and risk tolerance
-
Regular communication with client to ensure objectives are being met
-
Re-balance the portfolio in line with risk profile
-
Onlive valuations for reporting purposes
If you would like further information either complete our Registration Form or make contact with Meeku Patidar to discuss how we may be of service.
For existing clients invested within our preferred panel of investment managers, please find below the relevant links:
www.fidelity.co.uk
www.insightinvestment.com
www.rathbonesci.com
www.ashburton.com
www.ddmci.com
www.jupiterinternational.com
|
