Active management

After meeting with your Adviser, we will create a tax-efficient strategy to meet your specific requirements, taking into consideration your attitude towards investment risk, capacity for loss and your previous knowledge and experience of investing. Your recommended investments will then be actively managed on a discretionary basis to ensure they continue to remain appropriate.

This means that any changes to your investments are made automatically on your behalf and all transactions are clearly reported to you in our quarterly investment statements.

The expertise of our dedicated Investment Management team ensures that the cash, income and growth elements of your portfolio are managed daily. This involves analysing market trends, economic and political data, and company specific news. We aim to keep you up to date with the latest news from the stock markets via our Weekly Market Summary.