KAM Tailored Service
The KAM Tailored Service invests directly in Pan-European equities, and directly in sovereign and corporate bonds. Property, commodity and private equity exposure is typically achieved via open or closed-ended funds. The asset allocation is tailored to meet the investor’s specific requirements.
KAM Tailored Service for Pensions
The KAM Tailored service is particularly suited to pension investors, especially those seeking income drawdown or approaching an annuity purchase point. The service provides ongoing investment management of your pension investments, with a dynamic investment strategy tailored to your financial requirements and retirement plans.
KAM Hedged
The KAM Hedged service is a tailored service which enables the investment team to control portfolio volatility through the use of hedging instruments where appropriate.
Risk factors
In view of the short time horizon, we will be restricted in the type of investments we can purchase for you. Capital Growth may not be achieved through this service as the intention is to preserve the value of your portfolio. Securities denominated in a currency other than sterling may be adversely affected by changes in exchange rates.
Please contact your Broker for further information on this service