‘I'd like to manage my portfolio with the help of an adviser who can provide strategic and tactical guidance’
Our Managed Advisory clients work with their dedicated portfolio manager to construct and monitor a suitable investment portfolio. This client / adviser partnership works on two levels:
‘Tactical Asset Allocation’ is designed for clients who prefer to hold a bespoke portfolio of investments tailored to their own financial objectives and risk tolerance.
You tell us about your attitude to risk and your requirements and our highly experienced portfolio managers will utilise sophisticated strategic asset allocation models to create an investment strategy that is suitable for you. Our portfolio managers will actively monitor your portfolio and alert you to any recommended changes to its composition. Changes will only be made once you have given your specific consent. This service is generally more suited for experienced and sophisticated investors.
‘Trend Following’ is designed for experienced and financially sophisticated clients who wish to receive personalised advice on their investments and the management of their portfolio.
We will alert you to investment opportunities, trends and themes as they arise and will provide you with regular advice on the management and composition of your portfolio. You maintain the final decision on whether to purchase, hold or sell any investment. We will not deal on your behalf without instructions from you.
Read more about us or attend one of our forums regarding understanding wealth management, entrepreneurs, wealth and charities. We also aim to be jargon-free, however other advisers may not be, so we have provided a glossary of key financial terms for your reference.
“Having experienced other services within the private banking industry I am delighted with the bespoke portfolio management delivered by the advisory team at Kleinwort Benson. They are attentive, responsive, easily accessible and most importantly generates encouraging returns.”
Edward Oldham, retired businessman, Rochdale
Read more about why you should choose Kleinwort Benson as your wealth management partner?