Details.
A wealth management service for investors who may not have the time or experience to manage an investment portfolio day to day. An Investment Manager makes day-to-day decisions on what to buy or sell, with the portfolio designed around individual investment objectives, risk tolerance, income or capital growth requirements, personal tax planning and ethical restrictions. The service includes portfolio asset allocation across sectors, companies and funds, with an agreed benchmark to track performance. ISAs, Offshore Bonds and SIPPs may be used where appropriate to help mitigate tax.