Who is Private Fund Management?
Private Fund Management is a leading private client investment company, dedicated to rigorous and unbiased research with a relentless focus on excellent client service coupled with the highest levels of professionalism. As a discreet wealth management company, we are independent of any third party financial institution.
Via our Group Company, Abana, we are authorised and regulated in Portugal by the ISP and in the UK by the FCA. Since financial planning often involves both the UK and Portugal, a firm regulated to provide wealth management advice in both the UK and Portugal can be the optimal situation for British Nationals in Portugal.
With over 30 years in the financial services profession, every client can be assured of personal privacy and attention at all times.
  1. investment
Why Private Fund Management?
A Unique & Innovative Approach
The global economic climate is turbulent and challenging. The banking and financial services sectors have seen major storms of their own, leaving clients confused and wondering whom to trust. Against this backdrop, Private Fund Management offers a refreshing alternative. We combine integrity and experience with a global investment resource which is firmly focused on our aim to deliver a first class performance and client service. We are entrepreneurial in style whilst maintaining a "personal service" adhering the values transparency and clarity.
We offer specialism to help manage your financial affairs, from investment strategy and implementation through to pension and inheritance tax planning.
We realise that each client is not the same, and as such, we design bespoke and individually structured financial solutions to ensure that every client attains the optimum of financial due care and attention. 
Unlike many financial advisory firms, we do not make the investment decisions for your investment assets, as we believe that this is best entrusted to investment management experts. It is commonplace for financial advisory firms to mistakenly construct a portfolio that is not aligned with a client's risk appetite and/or capacity for loss.
At Private Fund Management, we entrust this service to our contracted investment partner in the UK who possess this expertise. Each individual client is assessed on a personal basis, and from there, construct and allocate the appropriate portfolio model. This together with our unique InvestClever Client Service ensures that our clients attain the best asset allocation and performance for their investment assets, whether it be a pension fund or an investment platform. In addition to this unique and innovative investment approach, we provide unique tax advice and mitigation arrangements, rarely offered by other firms.
 Private Fund Management is an authorised representative of Abana Lda. Abana Lda is authorised and regulated by the Insurance and Pension Funds Supervisory Authority in Portugal (“ASF”) with registration number 412378472 and subject to limited regulation by the Financial Conduct Authority (“FCA”) number 597069.