How the Portfolio Management Service works

Our Portfolio Management Service is designed to be simple and straightforward. To help, we have summarised the process into four easy steps.

Once your portfolio has been invested, it will be under the constant supervision of our award-winning investment team. The performance of each fund within your portfolio is assessed regularly and poor performers are replaced when necessary.

In addition, each year your investment adviser will review your portfolio to ensure that it still meets your aims and reflects your circumstances and attitude to risk. Any changes, where necessary, can then be made to the balance of investments.