Reporting and portfolio administration

In an increasingly bureaucratic world, it is important that your investments are administered accurately and efficiently.

Reporting And Portfolio Administration

We report on investment performance and risk relative to appropriate benchmarks and can tailor our reporting in line with your specific requirements.

You will have direct access to your investment team and also log-on access to our dedicated private client portal which will ensure everything to do with your portfolio is communicated as clearly as possible.

Meeting your needs

Customised reports

Monitor your investments easily with our simple and easy-to-understand statements customised to your preferences.

Regular reviews

We ensure you understand changes or challenges in the financial markets and how we have responded or intend to respond to them in light of your agreed investment strategy or any changes in your circumstances.

Personal

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

Recognition

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

Coordinated

We would expect regular and close liaison with your other professional advisers to ensure a seamless service is provided to you. We have long-standing relationships with most private client and professional service firms in Ireland and the UK.

Experienced

We have around £20.8 billion of funds under management and advice as at 30th March 2019, almost 10% of which is managed on behalf of charities.

Capital at risk. The value of investments and the income from them can fall as well as rise and you may not receive back the original amount invested.