Customised Portfolio Management Service

The Customised Portfolio Management Service is a progressive approach to investing where portfolios are designed to genuinely meet your specific investment needs.

We listen closely to you to understand exactly what you are hoping to achieve and the level of risk that you are prepared to accept to meet those goals. Through working with you, we develop a detailed understanding of you, your tolerance to risk and your investment time horizon. We use your attitude to risk to guide how your money is invested and then recommend a solution designed to match your goals and changing circumstances.

Your selected portfolio aims to maximise the returns achievable within your chosen risk profile. The multi-asset portfolios use a combination of both conventional and alternative asset classes. Regular portfolio reviews are undertaken to adjust and adapt the portfolio objectives to your needs.

This service is available as a segregated offering through the Customised Portfolio
Management Service, or via the Managed Portfolio Service for those interested in a unitised or pooled funds solution.

Latest news

12 August 2009
Since the beginning of 2007 the property allocation for all CPM models has been minimal both in absolute and relative terms. Until very recently this stance worked well...More

2 April 2009
We decided to invest a small portion of our models in commodity-related investments by purchasing the Schroder Commodity Fund and the ETF Securities Physical Gold ETF...More

24 February 2009
We are making a number of small changes to our Hedge Funds holdings. In particular, after a good start of the year we are reducing our exposure to this asset class to neutral...More