Portfolio Management
We offer a range of services specifically tailored to meet your clients’ investment objectives, drawing upon a disciplined investment philosophy and a sophisticated investment process.
Our investment process has proven its value through vastly different market environments. Since 1996, we have employed the same rigorous, disciplined process to manage and advise clients.
Our sophisticated investment process is available for your clients across a variety of services from bespoke Cash Management, Discretionary Portfolio Management to the Managed Portfolio Service. We have a dedicated intermediary investment team who can help tailor our services to your specific needs.
Online Valuations
Being flexible in our reporting standards is an important aspect of providing top of the range client servicing for intermediaries. Our custom built, on-line tool is designed to provide a comprehensive valuation of your clients’ portfolios, with all the functionality you would expect.
In-house Administration
A key aspect of partnering with Collins Stewart Wealth Management is that all of our administration and operations are carried out in-house, through our operations centre in the Channel Islands. Having this service in-house and under one roof, allows us to control the quality of our processes, ensuring trades are settled on time and problems are resolved face-to-face, rather than through a third party.