Personalised Investment Management Service
Our flagship investment management service is intended for clients with £250,000 and above, where a tailored portfolio is most appropriate to meet their specific goals. It is also available for offshore and US-connected clients.
Defaqto is an independent financial research company specialising in rating, comparing and analysing financial products and funds.
- We take on the administration for in-specie stock transfers
- Investment manager manages capital gains within the portfolio
- Ability to hold direct equities
- Flexibility to accommodate ethical preferences and exclude certain asset classes or funds
- Can be managed in line with a client’s unique income requirements
- Portfolio can be administered for the benefit of the whole family, including the children
Investment management services for US-connected clients
Due to the complexity around US reporting requirements, many investment managers find US-connected clients too onerous to work with. However, our dedicated US team has the experience and supporting infrastructure to meet these needs and we can provide a full range of discretionary investment services to US-connected clients.
The minimum portfolio size for this service is US$300,000 or sterling equivalent. In most cases, our clients’ assets are held with our New Jersey-based custodian, one of the world’s largest financial institutions, which provides safe custody and all of the necessary US tax reporting.