Private Fund Management ethos is to offer the expatriate community in an unrivaled investment service, which to date has not been available locally. Whilst others offer investment products, we offer our clients an investment service which means lower charges and no exit penalties.
ARE YOU PAYING TOO MUCH?
During our journey we have found many investors with investment products where total charge expenses are being paid in excess of 1.75% per year, sometimes as high as 3.25% per annum. The question to this is "where will capital growth come from"?
Investors are either not informed or do not appreciate the way in which some investment products are put together. One can breakdown an investment product into three areas when is comes to the total cost:

1. Adviser fees and/or commissions,
2. The investment product cost,
3. Fund/investment management charges.

The effect of fees and/or investment charges may appear to be a small sum or percentage today, but can compound over time to a large number that substantially reduces the investment returns.
 
OUR PORTFOLIO CHARGES
Portfolio Services from 0.75% to 1.25% per annum.

The PFM advantage:
*Pro-active Investment Management
*Low Charges
*Flexibility
*One to one meetings with your Investment Manager     
*Liquidity - Immediate withdrawals
*No Investment restrictions
*No exit/encashment penalties
*Personal Service
*Local office in Algarve
*Investment management from either London or Jersey
*Tax advice & opinion
We create investment portfolios with the conscienous of costs to our clients. These low cost investment services can be either a Multi Asset Portfolio, a "Bespoke" portfolio, or a personalised proactively managed portfolio. Our portfolio services can be accessed with capital amounts from £25,000.
In addition and unlike many other companies that impose exit penalties in the first 5 or 10 years of investment, our investors benefit from immediate access to their capital and no penalties on withdrawal.
DISCREET WEALTH & TAX MANAGEMENT
           DISCREET WEALTH & TAX MANAGEMENTHeading 3
           DISCREET WEALTH & TAX MANAGEMENTHeading 3
 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.