Portfolio Management

Portfolio Management

Our portfolio service dedicated to providing high-quality investment management may be the ideal, cost-effective solution for your clients. Managing an investment portfolio is a complex challenge, requiring constant monitoring and support. Our Portfolio Service is designed to address these issues, providing models to meet your clients’ needs.

The models are actively managed and built using a range of investment tools including open-ended funds, investment companies and exchange-traded funds. This structure offers diversification by asset class and product type, giving our investment managers the flexibility to respond to changing market conditions. The value of investments and the income from them can fall as well as rise and you may not receive back the original amount invested.

  • WHAT YOUR BUSINESS NEEDS!

    EXPERIENCE
    We have more than experienced investment managers, which includes those who are also specialists in collective investment research.

    PERSONAL
    You’ll have direct access to the team looking after your clients’ portfolios.

    FLEXIBILITY
    No set rebalancing dates, enabling our managers to amend asset and country weightings as and when their views on markets and sectors change.

    RIGOUR
    We closely monitor all of our model portfolios to ensure they stay within the permitted risk parameters. The models are also checked quarterly by Distribution Technology, an independent provider of risk profiling services.

    CHOICE
    You’ll have access to a range of risk-graded model portfolios through online investment platforms using Distribution Technology’s risk and asset allocation outputs.

    HOW CAN WE HELP?


    We provide the following range of investment appraisal services:

    1) Portfolio and Investment Analysis

    2) Debt Recovery, Factoring and Brokerage

    3) Pension scheme Establishment and Management

    4) Advisory Services on make or Buy Decisions

    5) Unit trust Scheme and Placement services.

    6) Secretarial Exchange Listing