Managed Portfolio Service
Research-driven portfolio management tailored to your needs
Our new Managed Portfolio Service allows you to have a portfolio
designed with a strategy to meet your individual investment
objectives. We build upon your objectives by establishing an
understanding of your requirements and creating a diversified
portfolio and strategy to suit your goals.
Benefit from our expertise in fund research, portfolio
construction, professional advice and ongoing investment
management.
Available for investments of £50,000 or more
Download the Managed Portfolio Service guide to find out more about
the service and how we can help you.
Speak to us on 020 7189 9999
Key Benefits of the Managed Portfolio Service
• Professional advice to identify the right
investment strategy for your needs
• Ongoing active management of your portfolio by our
expert team
• Regular contact from our team to update you about
your portfolio
• Online tools to check the performance of your
portfolio
• Full review with our advisers every year to ensure
your investments are meeting your requirements
Expert research with a global perspective
Our Managed Portfolio Service uses our extensive research
capabilities, in-depth analysis, and expert fund selection headed
by our Chief Investment Officer, Graham Frost. We bring a global
perspective to your individual investment needs, reviewing asset
allocation based on our expectations for the performance of assets
and investments around the world.
Award winning service
Our aim is to offer the highest levels of professionalism and
expertise at great value. Bestinvest was voted 2011 UK Wealth
Manager of the Year as voted by the readers of the FT and Investors
Chronicle, CityWire 2011 Wealth Manager and the Money Marketing
Investment Adviser of the Year 2010
It is becoming ever more complicated to manage your own
portfolio. Few people have the time to research all
the options and implement all the appropriate
actions.
With the Managed Portfolio Service you benefit
directly from our expertise in ongoing investment management, fund
research, portfolio construction and professional advice.
Key benefits of the Managed Portfolio Service
- Available for investments of £50,000 or more
- Professional advice to identify the right investment strategy
for your needs
- Ongoing active management of your portfolio by our expert
team
- Online tools to monitor your portfolio
- Statements every six months that include analysis of your
portfolio
- Regular contact from our team to update you about your
portfolio
- A full review with our advisers every year to ensure your
investments are meeting your requirements
Find out more
A long term solution to help you achieve your goals
Before you invest we carry out a full review of your
investments. We take the time to learn about your goals, understand
your attitude to risk and any other requirements you may have.
We will then recommend a portfolio that meets your individual
needs now and into the future.Whether you are looking for growth,
income or a way to protect your investments, we have a strategy
that can help achieve your aims.
Once invested, we will look after your money over the long term
and make all the management decisions.Check the performance,
monitor portfolio activity and all transactions in your account
online whenever you want.
Furthermore, we will send you a statement every six months and
conduct a full review of your account every year to ensure it is
continuing to meet your goals.
Expert research with a global perspective
Our Managed Portfolio Service uses our extensive research
capabilities, in-depth analysis, and expert fund selection headed
by our Chief Investment Officer, Graham Frost.
We bring a global perspective to your individual investment
needs, reviewing asset allocation based on our expectations for the
performance of assets and investments around the world.
Award winning service
Our aim is to offer the highest levels of professionalism and
expertise at great value. Bestinvest was voted 2011 UK Wealth
Manager of the Year as voted by the readers of the FT and Investors
Chronicle, CityWire Winner Best Cautious Portfolio 2011, Money
Marketing Best Discretionary Adviser 2011 and Money Marketing
Investment Adviser 2010.
Please remember past performance is not a reliable indicator of
future performance and the value of an investment and derived
income can go down as well as up.