This is the ultimate in portfolio management and is for the investor who has substantial funds to invest and wants active, personalised, investment management from experts. We offer a highly personalised service that includes six-monthly meetings with fund managers and individual investment reports.
We have chosen Brooks Macdonald Asset Management (BMAM) as our wealth management partner to provide investment management services.
BMAM is a well established, private client, asset management group founded in 1992. The company is listed on the AIM market and currently manages in excess of £800 million of assets. It provides investment services to private clients, pension funds, trustees and charities. It has an enviable investment track record both in the medium and long term and has received many industry awards for its investment performance.
When you become a Manson Wealth Management client, your portfolio evaluation will be accessible (password protected) through the internet so you can view at any time the value of your portfolio. We believe that you will benefit from an annual review meeting at which time we will conduct an in depth assessment of your portfolio and decide what action, if any, is necessary to take in the future.
To request more information about this service, please click here.