Private Clients >> Portfolio Management
Portfolio management
Our range of portfolios are specifically tailored to meet your needs and aspirations, drawing upon a disciplined investment philosophy and sophisticated 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.
Collins Stewart Wealth Management has particular expertise in the control of risk and volatility through our multi-asset approach to investment, allowing us to construct portfolios producing superior risk adjusted returns. Another trademark of our approach is the institutional calibre of our equity, bond and fund selection analytics married to a proven asset allocation process.
Our sophisticated investment process is available to you as a discretionary or advisory service.
Discretionary service
Your wealth benefits from the full capabilities of our experience and expertise where we manage your wealth on a day-to-day basis. Portfolios are constructed using either direct investments or collectives depending upon individual client requirements. Both services invest across multiple asset classes using the best investment instruments and ideas our research unearths. Read more >>>
Advisory service
Our advisory service is designed for clients who do not want to manage their own portfolio but who wish to have the final say in all decisions. You receive well-researched investment ideas that take into consideration your risk profile but where you remain in control. Read more >>>
How we determine the best portfolio for your needs
The diagram below shows the individual process we undertake to build a personal portfolio.
Tax Efficient Investments
Individuals are increasingly encouraged to save and invest. We can offer you guidance on a range of “tax efficient” products and are experienced in working with advisers to manage assets within efficient products and structures. Learn more about ISAs (Individual Savings Allowance), SIPPS and self managed pensions and UK pension benefits transferred through QROPS.
