Investment Management Service

Our Investment Management Service

For investment or pension portfolios over a certain size we offer a dedicated Investment Management Service. Investment Management is also known as asset management. This is a bespoke service for private, business and trustee investors that require individual and specific advice on their investments.

How does Investment Management Work?

As part of our service we will help you to understand the risks associated with investing and the difference between various types of investments. Part of the process is to complete a short questionnaire that will help us identify your attitude towards investments and the risks of investing.

Once we understand your preferences as far as investing, we will then construct a portfolio of investments that we meet your needs. We also take into account the length of time you wish to invest, if you are looking for income or capital growth and whether you have preference towards ethical investment.

If you already have an investment portfolio we will slowly adjust your existing portfolio over a period of time. We do this so that you do not incur unnecessary costs or a possible liability to income or capital gains tax.

Our investment process has been documented to help our clients understand how we deal with their investments. To obtain a copy of our investment process document please click the link.

How does the service benefit us?

Our clients benefit from a personal bespoke service that is tailored to their needs. A fund manager will be appointed (from our recommended panel of discretionary fund managers) to help construct and manage your portfolio on a day to day basis.

We will agree at outset when we will conduct your financial reviews. This might be either quarterly, half yearly or annually. This will allow you to keep updated with the progress of your investments.

We will also give you access to our online investment portfolio service, so you can get valuations on your investments 24 hours a day if you wish.

If you are considering investing it is important to remember that the value of your investment and the income generated could fall as well as rise and that there is no guarantee you will get back more than you invested.

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New Guidance From ICAEW, CIOT and STEP on Trusts

The Institute of Chartered Accountant for England and Wales along with STEP and Chartered Institute of Taxation has recently issued guidance when trusts are to be considered UK resident.