Our advisory managed investment portfolio service will monitor your portfolio to ensure that it stays balanced and in-line with your pre-agreed investment goals. However, the principle difference to a discretionary client is that proposed decisions are discussed with you in advance and require your prior approval. You are therefore more involved in the investment portfolio management process. In matching your portfolio to your individual objectives and personal risk tolerances, you will be able to consider all asset classes.

You will receive as part of our advisory managed Service:

  • A dedicated portfolio manager
  • Twice yearly valuations
  • Annual portfolio review*
  • Annual consolidated tax voucher (nominee clients only)
  • Schedule of dividends and Interest received (nominee clients only)
  • Corporate action processing and advice (nominee clients only)
  • Annual capital gains tax review

*Portfolio reviews will automatically occur annually and will review the following:

  • Ensure all paperwork including regulatory paperwork is up to date
  • Ensure all personal and correspondence details are accurate and up to date
  • Review your risk profile and ensure this is still accurate
  • Review whether your portfolio is still in line with your risk profile and contact you if any changes are needed
  • Review investment restrictions (where relevant)
  • Check all other requests made such as cash balances, dividends, valuation dates are still in line with the your original expectations