Investing Management
Your investment manager will take care of everything. You do not have to make decisions on where to invest or worry about when to buy and sell.
Your manager will use their professional knowledge and experience to invest your money in an individual portfolio of investments, all carefully chosen to match your objectives, and manage it day to day.
Even though we are managing it for you, we never forget that it is your money. You can speak to your investment manager whenever you have questions or want to talk about your portfolio.
Multi Asset Portfolios
Our multi-asset portfolios provide clients with access to our extensive investment resources. There are three UCITS IV funds in the range, which are available in GBP, EUR and USD (EUR and USD share classes are hedged).
They are ideal for investors who want a multi-asset investment approach to meet their financial objectives within a defined level of risk.
Our multi-asset portfolios are a unitised wealth management solution:
- a choice of three funds to suit investors with different objectives and appetites for risk.
- an unconstrained investment universe including individual securities and funds across both traditional and alternative asset classes, as well as investments that can offer portfolio insurance.
- managed by experienced investment professionals with a proven track record of multi-asset investing to preserve and grow wealth over the long term.
- online monthly factsheets, quarterly investment reports and investment commentary, which include detailed information about the underlying holdings, asset allocation and performance.
- low minimum investment levels and super institutional charging terms are available through a range of platforms.
Unitised Portfolio Service
Our unitised portfolio service can offer clients a detailed and personal level of attention that you would typically receive from a discretionary portfolio. There are six strategies in the range, which invest in the multi-asset portfolios.
They are ideal for clients who like to engage with the investment process but leave the decisions to a team of professional investors.
- a high standard of service that includes direct access to a dedicated private client investment manager. No call centers or automated telephone systems.
- online valuations including detailed information about the underlying holdings, asset allocation, investment strategy and performance.
- access to HNW Advisory intellectual capital, including publications about the world economy and financial markets as well as broader issues related to investment.
- with six strategies in the range, our unitised portfolio service is appropriate for many different financial situations and objectives including before and after retirement.
- managed by experienced investment professionals with a proven track record of preserving and growing wealth over the long term.
Individual Portfolio Service
The individual portfolio service offers a detailed and personal level of attention as well as access to our extensive investment resources for clients with larger sums to invest.
This service is ideal for individuals and families with financial arrangements that require a tailored approach to their investment.
Our portfolio service is a comprehensive wealth management solution:
- A high standard of service that includes direct access to a dedicated private client investment manager who is responsible for managing portfolios and meeting the broader needs that form part of the relationship.
- Full flexibility to tailor the investment strategy to meet individual preferences and restrictions, such as avoiding any concentration of existing assets as well as accommodating any ethical investment preferences.
- An emphasis on investing in direct securities provides increased control and transparency within the investment strategy as well as helping to reduce the costs associated with investing.
- Detailed information about underlying holdings, asset allocation, investment strategy and performance, as well as customized reports and the ability to change the frequency of reporting.
- Access to HNW Advisory intellectual capital, including publications about the world economy and financial markets, and broader
Issues related to investment, as well as invites to seminars and events. - Managed by experienced investment professionals with a proven track record of preserving and growing wealth over the long term and meeting individual needs.
Enjoy the ride
Let us take the mystery out of financial planning so you can focus on what matters.