Clients wishing to invest €/$37.500 or £25.000 or more
We construct portfolios based on risk capacity using one or a mixture of the two methods described below:
Self-select Portfolios from a range of researched funds from 15 fund houses (BlackRock, Fidelity, Schroders, JP Morgan, Aberdeen, BNY Mellon, etc.), where the client can pick funds based on his own investment strategy and risk capacity.
Managed Portfolios by Old Mutual, ready-made, regularly re balanced, Internationally diversified, multi-asset, multi-manager portfolios.