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Investment Portfolio Management

We understand that no two people are the same when it comes to investment. Your needs and aspirations are unique to you – as is how you choose to manage your wealth. Some people prefer to be hands-on, getting closely involved in every investment decision. Others like a little more guidance, preferring to take advice from proven experts. Still others prefer to remain completely hands-off, not wishing to concern themselves with the ins and outs of investing.

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Managed Portfolio Service (MPS)

Our investment committee have designed and developed 5 Risk-Rated model portfolios for clients to choose from across 3 major currencies. These include;

  • Defensive, Cautious, Balanced, Growth and Speculator.
  • GBP, USD & EUR

This carefully measured, committee-led approach enables us to create and manage portfolios covering the full spectrum of management styles, strategies and asset classes, with a focus on best in class managers in the active portion of the portfolios.

That means that whatever your financial goals, current investment profile and attitude to risk, we can tailor an investment portfolio that fits you like a glove.

Talk to us to discover how our Managed Portfolio can work for you.

Model Portfolio Service Factsheets



MPS Defensive Factsheet Q1 2023



MPS Cautious Factsheet Q1 2023



MPS Balanced Factsheet Q1 2023



MPS Growth Factsheet Q1 2023



MPS Speculator Factsheet Q1 2023

Bespoke Portfolio Management

As your partner in building wealth and security, we are constantly looking for ways to upgrade our offering to exceed your needs and expectations.

One way in which we do this is by appointing a Discretionary Fund Manager. Working in partnership with other carefully selected financial services experts allows us to deliver the best advice and bespoke recommendations to meet your needs more precisely.

There can be many benefits to appointing a Discretionary Fund Manager, including a wider choice of investment options, enhanced performance through active fund management, and increased investment convenience.

Over the years, we’ve built strong relationships with many of the world’s leading Discretionary Fund Managers, and we now have access to some of the financial services industry’s best minds.

Latest Views

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April 5, 2023

Count down has commenced

Count down has commenced Will I be able to retire when I want to? Are you ‘mid or late career’ or planning to retire within ten years? I...

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April 4, 2023

Raising of the state pension age

Raising of the state pension age Encouraging individuals to save longer for their retirement The normal minimum pension age (NMPA), currentl...

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March 29, 2023

Triple lock set aside

Triple lock set aside State Pension is still the bedrock of many pensioners’ retirement income The earnings benchmark of the State Pension...

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We’re here to help, whenever you need us

Whatever your current situation, our friendly team of financial experts is always on hand to help put you on the path to a brighter financial future. Take the first step by getting in touch today.

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