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Discretionary investment management

Discretionary investment management

We offer two broad types of discretionary investment management service:

Personalised Portfolio Management gives you the benefit of our ‘house view’ guiding your investment strategy, with the strategy itself adjusted to meet your individual needs, as well other key influences such as tax.  Your personal needs and preferences are important to us, so we take our view and then ensure that we adapt it to be just right for you.

As a client, you have your own investment manager who works in partnership with you. Their job is to identify and agree the best options for you and then look after your investments from day to day.

Communication is the most important thing in investment so we will make sure you know what is going on.  After all, it’s your money and we know that looking after it for you is a huge responsibility. And it is one that we take very seriously.

Our Model Portfolio Service does not give scope to adapt investment management for individual needs, but it does give very cost effective access to our investment management, in a choice of strategies which are right for many people. It is particularly suitable for those with smaller portfolios or who do not need or require indiviudal adjustments to their investment strategy.

The Model Portfolio Service follows exactly the same view as Personalised Portfolio Management - for all our clients, our goal is simple: to protect and grow your wealth.

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The value of investments and any income from them can fall and you may get back less than you invested. KW, KW Wealth, KW Protect, KW Wellbeing, KW Institutional, KW Partner and KW Private Office are trading names of KW Wealth Planning Limited (registered number 01265376), KW Investment Management Limited (registered number 06931664 ) and KW Trading Services Limited (registered number 03109469) which is a member of the London Stock Exchange. Each of these companies is authorised and regulated by the Financial Conduct Authority and has its registered office at 13 Austin Friars London EC2N 2HE. KW investment Management Limited is also regulated in South Africa by Financial Sector Conduct Authority. All these companies are wholly owned subsidiaries of Kingswood Holdings Limited (registered number 42316) which is incorporated in Guernsey with registered office at Regency Court, Glategny Esplanade, St Peter Port, Guernsey, GY1 1WW.