PRIVATE WEALTH MANAGEMENT
PLAN ‘B’ SAVINGS
TRUSTS AND WILLS
Capital or portfolio investments are a collection of assets owned by an individual or by an organisation and designed with the anticipation to produce a return, having a direct correlation between expected risk and reward.
Quite often it is used for medium/long-term investment needs & objectives.
The vast range of asset holdings which are available for portfolio investment makes it a great alternative to bank accounts, as even with a very low risk profile the annual return will be far higher than that of the bank.
The advantage of portfolio investment, as opposed to direct investment, is a grated spread of assets within one investment structure.
The management of the portfolio is made by professionals in an active, day-to-day way and very much centred on the client’s risk profile and long term wishes.
The portfolio lets you simultaneously hold and trade between the following assets in any mainstream currency:
- Hedge Funds
- Market Index Trackers
- ETFs, ADRs and GDRs
- Physical Gold
This all means that investments cannot be held as if they were stamp collections; they must be managed diligently in the light of changing markets. It is certainly true that we are witnessing incredible integrations of the global economy, and the speed of markets reaction has considerably risen in the last 10 years.
What is the risk?
The value of a portfolio depends on the performance of the assets chosen and that is why it is imperative to have professional active management.
What are the benefits?
- Investments designed for maximum flexibility
- Investments designed to match an investor’s risk profile
- Personally managed by professional Asset Managers
- Highly competitive charging structure
- Online valuations
- Free withdrawals
- 24-hour access to investment information
- Regular updates and reviews
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