Benefits
- We work with advisers to provide the most suitable actively managed portfolio and returns tailored to your clients’ requirements.
- Allows advisers to pass the responsibility for investment decisions to Kleinwort Benson.
- Our portfolio managers have a broader remit and understanding beyond the traditional asset classes of equities, bonds and cash – additionally investing in real estate, hedge funds, private equity, structured products and commodities as appropriate to the client’s risk profile.
- Access to sophisticated client risk profiling tools to enhance the construction of appropriate portfolios for your clients.
- Removes the investment administration burden of portfolio management from the adviser.
- Direct, regular contact with a dedicated portfolio manager who draws on the vast resources of Kleinwort Benson’s team of investment experts and researchers.
- Consolidation of assets into one portfolio.
- Enables prompt action by managers when views and markets change.
- Provide regular and ad-hoc reports for you and your clients.
- A commission structure to suit advisers.
Our aim is to give your clients the best possible returns within agreed investment objectives and risk guidelines.
To learn more about our services contact us on +44(0)20 32077400 or email.