Our Multi-Asset Portfolio Management Service uses a variety of investment vehicles selected from third party providers on a best-of-breed basis.

A typical portfolio will include a core of asset types, such as traditional equity funds, bond funds, hedge funds, property funds and cash. In addition, a wide range of other investment options may also be included in the portfolio. These offer you greater potential total returns in low growth markets than can be offered by a traditional portfolio structure, whilst also offering greater diversification.

The ‘satellite’ options used will depend on your own investment objectives and may include structured products (with capital protection options), thematic/sector funds, tax efficient products (eg VCTs, Enterprise Investment Schemes), derivatives, gold and other natural resources and private equity.

This service is suitable for SIPPs, SSASs and offshore bonds and can incorporate PEPs or ISAs. Performance and benchmarking will be part of the standard quarterly client reporting package.