Reporting and portfolio administration

In an increasingly complex world, it’s important that your investments are administered accurately and efficiently. We are here to provide you with the expertise you need, and to share the administrative burden.

Having direct access to your investment manager and their team, who are all familiar with your affairs and can answer your questions promptly, is a major benefit. We will provide you with clear and regular updates on the performance of your portfolio. In addition, your investment manager can meet with you, whenever necessary, to ensure you have the information you need.

 

Meeting your needs

Reporting

We understand that it’s important for you to be able to monitor your investments easily. We produce simple and easy-to-understand statements and tailor reports to your preferences. Cash statements, contract notes, or valuations can be in paper form or online, and delivered when you need them.

Review meetings

Your investment manager will communicate with you regularly to discuss changes in your circumstances or in financial markets, and any potential impact on your portfolio. We are always available to talk you through any element of your investment over the phone and to liaise with your other advisers when necessary.

Administration

Our efficient administration and dedicated client service significantly reduce your administrative burden. Your investment manager has a dedicated administrative support team to help look after your affairs. This means that you always deal with someone who will be familiar with you and your circumstances.

 

Our credentials

Recommendation

Many of our clients rate us as excellent or above average at meeting their investment objectives.

Recognition

We have won numerous industry awards that recognise the excellence of our performance and service to high-net-worth clients.

Respected

We are one of the largest and most respected independently owned private client investment managers in the UK.

 

 

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