The Advisory Managed Portfolio service is for clients wishing to retain control of their investment decisions, but want the advice and support of a client executive on a regular basis and, rather than the Investment Manager waiting for you to contact us, the Manager will monitor your portfolio and make recommendations when appropriate.
You will already have agreed your investment objectives, your attitude towards risk and your timeframe with your personal client executive. You will then be contacted for your explicit approval for each and every investment decision. Therefore, you still have all of the benefits and contact of a personal client executive, with regular monitoring and proactive advice but with the final decision remaining with you.
Your investment may be funded either from cash or by transferring existing investments to Capital Financial Markets, or a combination of both.
If you are interested in this service and would like further information please contact us directly on 0203 697 0560. We are also required to go through a fact find with you if you take up this service and can either meet you in person to do so or you can find a copy of the document here: click here