Services >> Overview

This page gives a brief overview of the Portfolio Management and Stockbroking services that are available through Collins Stewart Wealth Management.

Portfolio Management

Discretionary Service

Our discretionary service relieves you of the decision-making responsibilities associated with structuring, managing and developing your investment portfolio. You are updated regularly on your wealth’s performance and have a personal contact if you need to speak to us.

We will ascertain your investment objectives and risk parameters to tailor a portfolio to meet your specific requirements. We will have ongoing responsibility for the portfolio and complete discretion to take any action that we feel is appropriate in pursuit of your objectives.

The full capabilities of our experience and expertise are brought together to manage your portfolio.

This premier service invests in the best ideas from our stock selection, fixed interest team and fund selection process guided by a proven asset allocation policy. Your portfolio is actively managed across individual securities like equity, bonds, exchange traded funds and investment trusts complemented by funds where appropriate. Your money invests across numerous asset classes to maximise diversification and is actively managed to capitalise on opportunities. Overall more than 70 investment professionals contribute to the investment policies that are implemented in your portfolio

Discretionary Multi-Manager Service

Our discretionary multi-manager service relieves you of the decision-making responsibilities associated with structuring, managing and developing your investment portfolio. You are updated regularly on your wealth’s performance and have a personal contact if you need to speak to us

We will ascertain your investment objectives and risk parameters to tailor a portfolio to meet your specific requirements. We will have ongoing responsibility for the portfolio and complete discretion to take any action that we feel is appropriate in pursuit of your objectives.

This discretionary service brings our entire investment process to your portfolio through the recruitment of the world’s best investment managers and funds.

The multi-manager service invests across the spectrum of asset classes in the world’s best investment managers and funds. Fund selection is driven by our Fund Selection Committee and sector specialist research. With our multi-manager approach you access our investment expertise and customer service in a cost effective way. Collins Stewart Wealth Management is one of the foremost multi-managers in the industry. The group has been investing on a multi-manager basis since 1996 and has a track record of producing consistent returns.

Managed Advisory Service

For this service we will ascertain your investment objectives and risk parameters and tailor a portfolio to meet your specific requirements. We will advise you of any changes that we think are appropriate and will have ongoing responsibility for the portfolio, however, no transaction will be undertaken without your authority.

You 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. Please refer to our Investment Management Charges sheet for details of the fee, commission and other charges for this service. 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.

Stockbroking

Advisory Non-Managed Service

For this service we obtain basic information from you regarding your personal and financial circumstances, investment aims, likes and dislikes and attitude to risk. Taking this information into account, we may advise you as to the merits of a particular transaction or provide you with investment ideas and, with your approval, contact you with investment
recommendations. We will not, however, act for you in any investment management capacity. That is to say that we will only advise you in relation to particular investments or individual transactions and are not managing your overall portfolio. We will not advise you with regard to the mix of your portfolio or your overall investment strategy. The ongoing responsibility for the portfolio as a whole and the individual holdings which comprise it will rest with the client. We will charge commission on a per transaction basis. This service is designed for clients who are capable of managing their own investment portfolio, but who may require us to comment on the merits of a particular transaction or to assist them by generating investment ideas.

Dealing Service

This is the equivalent to an execution only service, whereby you are completely in control of your own decision making and simply require us to execute deals or, occasionally, to provide information only of a factual nature. We cannot give any stock specific views or recommendations regarding the appropriateness of a transaction for you. We will charge commission on a per transaction basis. This service is designed for clients who want to be entirely responsible for making their own investment decisions and who do not require any support in this respect (e.g. second opinions or other comment as to the merits of a particular transaction).

Learn how these services can give your wealth the focus it deserves.

Download Brochure

Download Intermediary & Institutional Brochure