OUR MANAGED PORTFOLIO SERVICE (MPS) PROVIDES A PERSONALISED PORTFOLIO FOR YOUR CLIENTS WHO REQUIRE A LESS GENERIC APPROACH

Our portfolio managers will work closely with you and your client to ensure the portfolio fully reflects your client’s ongoing requirements, with custody on the Waverton platform.

Key Service Features

  • Personalised portfolio with dedicated portfolio manager
  • Fully diversified portfolios invested across a variety of asset classes
  • Reduced charge for clients of financial advisers
  • Comprehensive quarterly reporting and annual review meeting with Portfolio Manager
  • Portfolio Manager available for ad-hoc queries and valuations
  • Alongside the adviser, portfolio tax management and reporting
  • Secure online access to valuations
  • Independently assessed by a range of agencies