‘I want to actively manage my portfolio but would value support and advice from your team when required’
Our advised dealing service is appropriate for experienced and financially sophisticated clients who prefer to manage their own portfolio of investments.Our advised dealing service is appropriate for experienced and financially sophisticated clients who prefer to manage their own portfolio of investments. Within this service, you can ask us to deal only on your instruction or to provide you with suggestions for interesting investment opportunities and reports detailing our current opinions of markets and economies.
Because this is an advisory service, we are not responsible for making investment decisions on your behalf. We are also not obliged to review your portfolio or monitor its composition on an on-going basis.
Read more about why you should choose Kleinwort Benson as your wealth management partner?