The NW Brown Collectives Managed Service has been designed to complement our bespoke discretionary management service. Through holding a diversified portfolio of collectives (investment and unit trusts) clients can gain exposure to the stock market without the volatility of directly held shares.

There are many companies offering collectives managed services but our service focuses almost entirely on investment trusts, which we believe offer investors a number of advantages. These include the ability to buy shares at a discount to the value of the underlying portfolio and also to benefit from the lower annual management charges that are a feature of investment trusts. The investment trust market is highly specialised and outside the expertise of most financial advisors, resulting in it being something of a “best kept secret” amongst investment professionals.

We also differ from the pack as we are in the business of providing a service, not selling a product. This is an important distinction and one which manifests itself in every aspect of our working relationship with our clients. We carry out a thorough review of your circumstances and make recommendations based on our understanding of your investment objectives.

We offer a choice of growth, income or balanced strategies, all managed on a discretionary basis by our experienced investment managers. All administration is dealt with “in house” and clients are kept in touch with the progress of their portfolios by detailed six monthly reports and transaction statements. In addition, clients can monitor their portfolios at any time through a secure internet link.

For more information on the collectives managed service, or to arrange an initial meeting with one of our investment managers, please see our  become a client pages for contact details.

One Click to Contact Us: investment.management@nwbrown.co.uk