Professionally Managed Services
Advisory Investment Service
Work with a dedicated investment professional who understands your objectives to manage your portfolio. We’ll regularly monitor your portfolio to ensure it remains on track.
How our Advisory Managed service can help you
Our service give you control and flexibility over how you manage your portfolio.
Work in close partnership with a dedicated Investment Manager to help you reach the best outcome.
You’ll be involved in the decision-making process and will benefit from the output of our expert in-house research team.
We’ll provide personalised and proactive advice on your investments based on your personal circumstances, investment objectives and risk appetite.
We'll monitor performance and manage risk with accurate online valuations when you want them.
We can accommodate your investment preferences, such as responsible and ESG investing; also allowing you to hold your cherished holdings.
Minimum investment £200,000. If you are looking for a professionally managed service for lower investment levels, we have several alternative options.
Why our Advisory Service could be ideal for you
We’ve designed this service for more experienced investors who want to be involved with the day-to-day management of their investments.
Passionate about the markets
You enjoy following the day-to-day events in financial markets and want to take control of assessing investment opportunities and navigating the risks.
Knowledge and experienced
You understand what it takes to be a successful investor and can dedicate the time and attention necessary for managing a portfolio, drawing upon your past experiences.
Support when you need it
Advisory Managed is ideal if you’re comfortable with the investment process with the reassurance that we’re here to guide you.
Stay in control
If you’re prepared to take full responsibility for investment decisions then you can execute your trades through our advisory dealing service.
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Don't just take our word for it
Providing high quality service to our clients
Client satisfaction
92%
Overall satisfaction
We are a people-driven business - offering a truly personal service is at the heart of what we do.
Respondents from our 2024 Private Client Survey.
Request a call back
Get a better understanding of your current situation and the options available to you, take advantage of a free one hour consultation with an expert local to you.
0207 739 8200 (Open Mon-Fri, 9am-5pm)