Advised Portfolio
Our Advised Portfolio service is similar to our Advised Dealing service but also includes our perspective on the wider issues that will affect your portfolio as a whole. Rather than advising you on single transactions, we take a view on issues like asset allocation, risk exposure and income requirements. Typically we will make recommendations on how best to balance your portfolio for your requirements at a particular point in time. You could say it is looking at the bigger picture, making sure your assets are optimised in line with your view of your future.
As well as offering advice on securities transactions, your personal Broker will assist you in structuring your investments, and point out opportunities, as well as risks and exposure. Whether you choose to act on this guidance is entirely up to you as you remain the manager of your portfolio.
As part of the service you will benefit from the insights of our independent research team. You will also receive comprehensive valuation reports on your portfolio twice a year.
Please refer to our Advised Dealing and Advised Portfolio brochures for more information on the benefits and risks associated with this service.