Optimised Portfolio Service


Actively managed, risk graded, discretionary, multi asset portfolios

A bespoke range of actively managed discretionary portfolios, designed for those who wish to have their investments managed by a dedicated professional investment manager utilising collective investment vehicles.

  • Continually monitored and actively managed portfolio, reacting quickly to global investment opportunities
  • Risk graded to match your clients’ appetite for risk
  • Dedicated access to your investment manager including availability for client meetings
  • Available for general investment accounts (GIAs), ISAs, JISAs, SIPPs and SSASs
  • Minimum investment £100,000

As with all of our discretionary 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