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Discretionary Investment Management
Designed for individuals, trustees or companies who wish to delegate the responsibility of investing to experienced professionals, it includes the following services.
Portfolio Management
The designated account executive is responsible for the day-to-day management of the portfolio, with transactions followed up by contract notes and a summary of every investment decision. Regular valuations are provided to keep clients up to date with the performance of the portfolio, as well as financial year-end reports including a consolidated tax voucher and capital gains tax summary.
Nominee Service
Safe, secure and cost effective administration, our nominee company is a member of Crest, the electronic settlement system. This facility enables time critical matters to be dealt with easily and speedily. Clients wishing to receive regular income, can do so. We individually designate each nominee account for ease of identification. Insurance cover also provides peace of mind.
Nominee Service
Cash Management
Money held on deposit, pending investment, is placed on the money markets via trust accounts, specifically designated as client monies and kept separate from our firm’s account. Your money is available on instant access and gross interest is paid at competitive rates.
Cash Management
PEP and ISA Taxation Service
