Our focus is on providing a service that best suits the needs of your individual clients or the organisations you represent.
Your Vartan Ravenscroft investment manager will construct and manage a portfolio of investments which reflects your client’s attitude to risk and long-term needs for both income and capital growth or capital preservation.
For Financial Advisers:
We work closely with you to offer access to our investment proposition. As an Adviser you will be responsible for assessing which strategy is right for your clients’ situation and financial objectives. We will ensure that you are kept informed of our most up to date views and changes to our portfolios through regular communications and access to our investment managers.
Offering a gateway to our offerings, our advisory service allows you to take advantage of what we do across our business. Our experienced team is dedicated to helping you build a unique portfolio that suits your clients' investment needs. Regular two-way communication is actively encouraged and builds trust and familiarity at a personal level.
For more information regarding our Advisory Investment Service please contact our team in Peterborough by calling +44(0)1733 315155 or email firstname.lastname@example.org
Our discretionary service allows you to hand over the day-to-day management of your clients’ investment portfolio to our Investment Managers, who will monitor your clients’ holdings and make the investment decisions on their behalf.
In matching your clients’ portfolios to their individual objectives and personal risk tolerances, our Investment Managers will employ our proven core investment strategies to satisfy their requirements. Regular reporting and updates are designed to ensure that you are kept fully in the loop and briefed on the progress of your clients' investments.
Our fund range has been designed to cater for a broad spectrum of investment requirements and risk appetites.
Both our funds are aligned with our long-term investment themes.
We offer a range of managed portfolios which range in objective from Income to Growth. As you would expect, these are managed in accordance with our global and thematic approach to investment. Portfolios will consist of funds and if appropriate, Exchange Traded Funds (ETF’s). These Model Portfolios are already available on a number of “platforms” and can be added to your preferred platform upon request. You will be responsible for assessing which strategy is right for your client’s situation and financial objectives. Effectively you outsource the day to day management of your clients’ investment portfolio, whilst maintaining the client-adviser relationship.
Being part of the local community means regular contact and accountability to clients, in the same way you, as professional advisers, interact with your clients.
This in-turn leads the way in which we engage with our clients; in other words clear, simple and transparent language that our clients can understand.