Select Portfolio Management

The Select Portfolio Management Service is a range of twelve discretionary managed investment portfolios designed to suit a variety of investment objectives and risk tolerances.

Explore Select Portfolio Management

Is Select right for you? Take time to explore the service in more depth, then speak to one of our financial advisers for an informed, personalised view.

1

INDEPENDENT ADVISERS
Experts on hand to help you choose the right investment strategy for your needs.

2

TAILORED ADVICE
Investment advice that takes into account your individual goals and unique circumstances.

3

WE DO THE WORK FOR YOU
Ongoing investment management, discretionary or advisory, to ensure your goals are achieved.
Explore our portfolios
Use our quick checker to explore the range, then speak to an adviser to find the right one for you.
We have 

12 portfolios

What are your priorities?
Select an option:

Higher Income. You seek the maximum amount of current income within your given risk tolerance and are willing to forgo capital growth to achieve a higher level of current income.

How do you feel about risk?
Select an option:

Balanced. You are seeking to balance the risk you take with the potential for returns. You can potentially suffer some loss of value on your investment. Whilst accepting that investment values change, you may feel uncomfortable if your investments rose and fell in value very rapidly.

Illustrative Portfolio
SELECT BALANCED HIGHER INCOME
Typical Asset Allocation:

22%  

UK Equities

28%  

Global Equities

30%  

Fixed Interest

10%  

Alternative*

4%  

Money Market

6%  

Property

* Alternative: this component of the asset allocation will predominantly consist of absolute return investments, multi-asset absolute return strategies and flexible investment funds.

Portfolio aim:
This portfolio aims to provide a relatively high income and modest capital growth over the long-term. It can invest up to 60% in equity funds with the balance diversified across other asset classes to reduce risk.

* Alternative: this component of the asset allocation will predominantly consist of absolute return investments, multi-asset absolute return strategies and flexible investment funds.

The Team
Our dedicated team of experienced investment professionals is responsible for creating and managing our range of discretionary portfolios, ensuring that each portfolio maintains to its stated risk profile and achieves its investment objective.
Speak to an adviser
If you want to learn more about our Select Portfolio Management services and whether or not it is a good choice for you, our advisers can help. Book your appointment below to get started.
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