We believe that it takes patience and discipline to implement an effective long-term investment strategy, so we use an objective process to evaluate investment opportunities.
In identifying and evaluating opportunities, we seek to understand how financial markets behave by observing asset valuations, price momentum, investor sentiment and economic climate as indicators of future investment performance.
Managed Portfolio Solutions
Our risk-rated models offer a fully transparent portfolio provided via a variety of market-leading platforms and wrappers. With six models, including an income option, there is a solution to suit most risk appetites. Portfolios will provide exposure to equities, bonds, alternative assets and cash. These models provide a cost effective way of accessing Kleinwort Benson’s asset allocation models and provide exposure to our team’s investment philosophy and process.
Discretionary Portfolio Services
Using Kleinwort Benson’s asset allocation models, our discretionary portfolios are designed to actively deliver an optimal return for a client’s designated risk profile. With direct contact and ongoing reviews with a dedicated portfolio manager, this proposition is ideal for those who prefer a more service-driven approach. These portfolios will reflect our key investment views and conviction positions as well as offering the ability to adjust the solution where necessary to fit individual circumstances more closely. Discretionary services include:
Managed Funds Service
Portfolios within our Managed Funds Service comprise one or more of Kleinwort Benson’s range of multi asset class and sector funds, with each portfolio completely tailored to your client’s requirements.
These actively managed funds provide a tax-efficient and cost-effective way of accessing Kleinwort Benson’s asset allocation models and provide exposure to our investment team's investment philosophy and process.
Managed Portfolio Service
Our managed portfolios have exposure to a combination of equities, bonds, alternative assets and cash, either through direct investment or indirectly through funds and other instruments.
The mix of assets will be chosen specifically to meet your clients' risk profiles, with Kleinwort Benson’s asset allocation models designed to actively deliver the optimum return within each personal risk preference. Available for portfolios of £1,000,000 and above.
Bespoke Portfolio Service
For clients who require a highly tailored approach or perhaps need a more precise mandate, our Bespoke Portfolio Service offers exactly that: a bespoke portfolio to meet specifically with your clients’ exacting requirements, however detailed they may be. It is an ideal solution for clients with more complex circumstances, charities and pension schemes. We have significant experience in this area and portfolios can be designed to meet individual objectives such as unique asset allocations, specific real return targets or ethical considerations. Available for portfolios of £5,000,000 and above.
As a bank, we are able to provide a number of options to clients, including call, notice and fixed term deposits which can be used to assist with liquidity and strategic cash needs. We can also provide a competitive foreign exchange dealing service in all major currencies.
Kleinwort Benson Elite Funds
Kleinwort Benson's Elite Funds offer pure exposure to our investment expertise and encompass a variety of investment strategies designed to suit investors with different investment objectives and attitudes to risk.
There are several solutions in the range. Whether your clients are cautious investors looking to preserve their wealth over the long term, adventurous investors with an appetite for targeting higher returns, or somewhere in between, there is an Elite Fund to match their investment goals.