Discretionary Portfolio Management
To offer our clients the best possible service, we believe it is important to develop a successful working relationship based on mutual trust and understanding. As a client of NW Brown, you will benefit from a one-to-one relationship with a member of our investment management team. Here is how they can help you achieve your investment goals.
A Bespoke Investment Strategy
Your appointed investment manager will take time to build up a detailed understanding of your circumstances, carefully establishing your investment objectives and related matters, such as your tax status and tolerance to risk. We will then design and agree with you a bespoke strategy to meet your specific needs. Where possible, your strategy will make use of tax-efficient investments such as ISAs
A Sound Investment Approach
Our views on asset classes, sectors and individual stocks are distilled into a framework which is used by our investment managers to structure portfolios. Within this framework, we operate a series of controls to monitor closely the amounts invested in any one stock or sector, but the final composition of each portfolio is left to the appointed manager. This approach works well as it enables us to combine our overall strategy with our knowledge of your individual requirements.
Efficient Administration
Effective management needs to be backed up by efficient administration and reporting. We carry out the majority of administration in-house and use our own nominee company to hold clients' investments. All cash is held in interest bearing accounts with a leading UK bank. If you require an income, you can opt to receive monthly or quarterly payments made directly to your bank account, or any income can be retained for investment.
Regular Reviews
Your investment manager will keep your portfolio under regular review to make sure it stays up to date and is appropriate. Any changes will be carried out within the framework of your agreed investment policy. Our six-monthly reviews of your portfolio and performance often form the basis for a meeting between us, but you can look at your portfolio on line at any time using our secure internet link at www.nwbrown-online.co.uk
For more information about our Portfolio Management service or to arrange a meeting with one of our investment managers, please complete our enquiry form, send us an email or call us on 01223 720207.
