Portfolio Services
Managed Account Focused Portfolio Services

Utilising our portfolio services means gaining access to refined investment strategies and personalised management through MDAs and SMAs. This approach not only offers the flexibility to tailor your investments specifically to your requirements but also provides the advantage of professional management to navigate complex markets.

Managed Accounts: MDAs and SMAs Portfolio Management

The personalised nature of our portfolio services allows us to adapt quickly to changes in your life circumstances or the broader economic environment. We provide the expertise, tools, and personalised service you need to feel confident and secure in your investment choices.

Investing without a clear strategy or understanding of how different investments interact within a portfolio can lead to inadequate returns or exposure to unnecessary risk.

Portfolio management, often called portfolio services, is a specialised process in which financial experts strategically oversee and manage a client’s investment portfolio to achieve specific financial goals. This service is essential in managing portfolios as it ensures that every investment decision is made with a clear understanding of its potential benefits and risks in the context of your broader financial goals.

Utilising Managed Discretionary Accounts (MDAs) and Separately Managed Accounts (SMAs) is a significant part of our portfolio services. These managed accounts provide personalised management of your investments with greater control and transparency.

FAQ & Key Services:

Portfolio management encompasses a range of activities, including:

  • Asset Allocation: Determining the optimal mix of assets such as stocks, bonds, real estate, or alternative investments based on the client’s risk tolerance, financial goals, and investment timeline.
  • Diversification: Spreading investments across various asset classes to reduce risk and increase the potential for returns.
  • Rebalancing: Periodically adjusting the portfolio to maintain the original or desired level of asset allocation and risk.
  • Performance Monitoring: Regularly reviewing the performance of investments against benchmarks and adjusting strategies as necessary.

Effective portfolio management is vital for several reasons:

  • Risk Management: It helps in managing investment risks by ensuring that the portfolio is well-diversified and aligned with the client’s risk tolerance.
  • Goal Alignment: It ensures that investment decisions are made with the client’s financial goals in mind, whether those are growing wealth, generating income, preserving capital, or saving for specific financial needs like retirement or education.
  • Adaptability: It allows the portfolio to adapt to changes in the market conditions and the client’s life circumstances, ensuring flexibility and responsiveness to both opportunities and challenges.

Our portfolio management services can be personalised to match your individual financial landscape. We understand that each client’s financial journey is unique, and our goal is to provide a customised service that:

  • Reflects Your Personal Goals: We build a portfolio that is specifically designed around your long-term financial aspirations, personal values, and life goals.
  • Offers Expert Guidance: Our team of experts leverages their deep market knowledge and investment expertise to manage your assets, offering advice and making adjustments that maximise your portfolio’s potential.
  • Provides Peace of Mind: With professional portfolio management, you can rest assured that your investments are continually monitored and managed to navigate through the complexities of the financial markets.
  • Enhances Financial Outcomes: Through strategic planning and efficient management, we aim to enhance your financial outcomes, helping you to achieve greater financial security and prosperity.

MDAs and SMAs represent powerful tools within our portfolio services. These managed accounts offer several advantages:

  • Personalisation: Both MDAs and SMAs provide a high level of customisation. Your portfolio is managed according to a strategy we develop together based on your respective investment goals and risk profile.
  • Control and Transparency: SMAs offer transparency and control, allowing you to see the specific securities in your account. This visibility into asset selection and transaction activity empowers you to understand better how your investments are managed.
  • Active Management: With MDAs, your portfolio is actively managed by our professional team, giving you the benefit of timely and strategic decision-making to capitalise on market opportunities or mitigate risks as they arise.
  • Efficiency and Flexibility: Managed accounts streamline the investment process and offer flexibility in implementing strategic changes quickly and efficiently without the need for constant confirmation.

Managed accounts like SMAs allow for more granular control over the tax implications of individual investment decisions. This can be particularly beneficial for managing capital gains taxes, as you can decide the most tax-efficient times to buy or sell assets.

Accessible support and flexible portfolio services made simple for our Investors