Portfolio Management Service (PMS)

The final investment decisions lie with you

With our portfolio management service (PMS), we make recommendations on how to best structure your investments, but you give the go ahead before any decisions are implemented. This is in contrast to our discretionary intermediation service (DIS), where we handle everything and make those investment decisions on your behalf, based on your financial goals.

Features of the portfolio management service (PMS)

  • Your financial adviser will work closely with you to determine your investment objectives and attitude to risk

  • Assessment and recommendations are made for your investment portfolio at regular intervals, ensuring your portfolio continues to meet your needs

  • You will receive a quarterly investment report showing how your investments are performing, either digitally and/or in print

  • You will benefit from all in-house investment expertise and research

  • PMS & DIS Infographic