Portfolio Management Service

Award-winning funds-based Investment service

Partner, Fund Research


For those beginning to build their portfolio, or those looking to take a broader fund-based approach, our Portfolio Management Service invests in a broad range of funds designed to optimise potential returns for investors whilst diversifying to manage and reduce risk. Led by our in-house experts, you can be assured of a meticulously-managed, diversified portfolio that selects from the best hand-picked funds in the market place, and incorporates some of the world’s leading asset managers.


Run to meet your objectives by our independent in-house Fund Analysts, the important distinction when comparing this to other Multi-Manager-style offer is that we have no conflicts of interest – our expert team is not tied to any in-house services or funds. Therefore they are free to choose what they believe to be the very best opportunities in the market.


Our genuinely bespoke approach means that you can be assured of complete transparency over the types and number of investments in your portfolio, which also enables us to accommodate any areas that you may wish to avoid. In that spirit we are able to adopt a pre-defined ethical and responsible investment approach for those who would prefer it.


Because the team are unlimited in their scope and are able to access investments from the entire fund universe, they uphold a very strict screening, selection and monitoring process. This approach goes further than financial analytics alone to look for Fund Managers that are well placed to deliver attractive long-term returns relative to the amount of risk that they take. Beyond traditional analysis, our research process ensures a deep understanding of the management of each fund, their investment style and strategy, remuneration and incentive structure, in addition to the details of the underlying portfolio. We closely monitor and maintain ongoing contact with the fund managers, ensuring any changes to management or indications of a change in style can be quickly identified and addressed where necessary. We regularly host leading managers at our Mayfair Branch, our latest of which you can watch here.


Our portfolios also allow investors to take account of the impact of governance and the environmental and social influence of their investments, as well as their potential risk and return.

Find out more

Contact us on +44 (0) 20 7337 0777 or send us an email at [email protected] to find out more about our Portfolio Management Service or alternatively fill out the form below to download the brochure.
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