MANAGED PORTFOLIO SERVICE
We offer our MPS service to individuals wishing to invest more than £25,000
Our Managed Portfolio Service (MPS) is a straightforward, cost-effective way of enabling you to benefit from our investment expertise, process and resources, with the aim of preserving or growing your wealth.
Choosing a strategy
By working with you, your investment goals, risk tolerance and attitude will be agreed upon at outset.
This discussion will focus on balancing your need to maintain or grow your wealth with your appetite for risk and ability to withstand investment losses.
Our in-house research team is extremely well resourced and experienced, carrying out detailed analysis of any funds that we invest in. Analysts conduct face-to-face meetings with fund managers and in depth performance analysis and due diligence in order to select funds for a client’s portfolio.
You can benefit from our experience of managing this service since 2001, significantly longer than most firms offering a similar service. Defaqto has recognised the quality of our service by awarding us the maximum 5* Rating for Managed Portfolio Services in each of the last five years.
You can switch seamlessly between strategies, without charge, if your circumstances or risk appetite should change.
Share your goals with us
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Award-winning Investment Director
Winner, Wealth Manager of the Year– City of London Wealth Management Awards 2017
Gold Rating, Diary of a Fund Manager – Portfolio Adviser Wealth Manager Awards 2017
Winner, Outstanding Achievement – City of London Wealth Management Awards 2016