This service is designed for larger portfolios and enables clients to personalise our investment management system to create portfolios, activity, reporting and benchmarks tailored to their specific circumstances.
At outset one of our specialist investment managers will meet with you to examine your current investment position before undertaking a detailed portfolio proposal. The portfolio, which will be as individual as you or your situation requires, will provide exposure to the best companies, managers and specialist investment companies identified by our investment management system.
Once the mandate is confirmed it will be implemented at a rate agreed between you and your portfolio manager and will be actively managed to your agreed mandate. We provide formal quarterly reports on each portfolio and daily valuations on-line via our secure login area. We would seek to meet you annually for review and encourage contact between you and your investment team in the interim.
For further information regarding the discretionary portfolio service please call us on 020 7499 6424 or e-mail at info@bm-am.com.
