Many other financial adviser companies only evaluate and monitor your investments on annual basis or whenever a "need" arises. This is a "reactive" investment management and an advisory policy with which we disagree.
At Private Fund Management, we monitor your investment portfolios daily and undertake to report to you each month. We call this asset monitoring approach our "Investclever" Client Service which is a proactive investment management scheme backed by sophisticated computer software and systems. This investment management philosophy can be enacted for your Trusts, UK Pensions, International Pensions, and your Investment Portfolios, whether onshore or offshore. We believe that our "proactive investment management" approach is financially advantageous, whereas the traditional "reactive" investment approach adopted by the majority of financial firms can be financially detrimental.
Often called Discretionary Fund Management, we are in an enviable position where our partners are the most respected investment management companies in the investment industry.
Our investment management partners are strategically based for tax compliance and mitigation.
They adopt a strategy to understand each client's specifics and construct a portfolio to reflect these requirements. Our investment management partners are able to respond to any changes in individual requirements, as well as changes in market conditions, in a timely and effective way.
Most importantly, you will have direct access to your investment manager – either over the telephone or face-to-face. Although an increasingly rare feature in the investment management industry, we truly believe this direct relationship ensures your portfolio will always reflect your individual circumstances.