Portfolio ServicesUK Private Clients

We offer investment management services for portfolios typically in excess of £250,000 and, despite our high level of personal service, our costs are highly competitive.

Our Discretionary Service takes care of the day-to-day management of your portfolio. We make investment decisions on your behalf, taking into account your stated objectives. This allows us to act quickly to take advantage of investment opportunities, which is particularly important in today's volatile markets.

All Discretionary Service clients are automatically registered in the safekeeping of our nominee name at no additional charge. This provides added protection and convenience, greatly reducing the paperwork normally associated with market transactions.

We have our own ISA and Junior ISA administration and management service. Despite recent tax changes, ISAs can still be tax-efficient investment vehicles for UK residents, particularly for higher-rate tax payers, and so we often recommend clients to make full use of such opportunities.