Advisory Managed portfolios are designed for clients who wish to have their investments managed by a dedicated professional investment manager whilst still maintaining control over investment decisions
• Choice of risk graded portfolios
• Clients can invest in both collectives and direct investments
• Diversification of your client’s portfolio helping to reduce risk and volatility
• Minimum entry level of only £100,000
• Professional fund management to ensure portfolios can continually reflects your client’s personal objectives
• Knowledge and use of specialised markets and asset classes not otherwise available to most private investors
• Your client has the final say in any investment decision
With our advisory managed portfolios, the benefits go far beyond the expertise of our investment managers
• Outsourcing investment management to experts like GHC frees up your time allowing you to focus on creating and developing your client relationships
• A personal service from your own dedicated investment manager gives real accountability for your clients’ investment performance
• Online access for both you and your clients to view their investments