Managed Advisory
The Managed Advisory Service is designed for your clients who do not want to manage their own portfolio but who wish to have the final say in all decisions. We aim to provide you with well-researched investment ideas that take into consideration their risk profile, but where they remain in control.
For this service we will ascertain their investment objectives and risk parameters and tailor a portfolio to meet your clients' specific requirements. We will advise them of any changes that we think are appropriate and will have ongoing responsibility for the portfolio, however, no transaction will be undertaken without their authority.
Your clients will receive regular formal valuations and performance reports, but can request working copies at any time. Please note that risk and performance will be considered on the basis of the portfolio as a whole and not at an individual stock level. This service is designed for high net worth clients who wish to have the final say on all investment decisions but do not wish to manage their own portfolio.