Portfolio Management & Discretionary Investment

Portfolio Management & Discretionary Investment

We offer our clients portfolio management & discretionary investment services managed by successful fund managers. Our investment service covers investment bonds, offshore tax free investments, and general investment accounts.

Investing into investment bonds or wrappers is not always the best option, as often general investment accounts and discretionary fund management offer a better more economical alternative.

Your risk appetite and capacity to capital loss are assessed to develop an investment strategy that suits your personal situation and objectives. After which, we jointly assess the appropriate allocation of investment assets to create a well-diversified portfolio. Your portfolios will be then managed by one of our strategic and exclusive investment management partners. Most of our investment management partners are entrusted and highly reputable British investment management companies, some established for over 200 years.

Many expats are unaware that being resident in Portugal can offer more tax efficient investment opportunities, but some tax free investments can be disadvantageous as well. For example, holding tax free investments such as ISAs as a resident of Portugal will attract taxation in Portugal at 28%, irrespective of whether they are tax free in the UK.

We understand that everyone is an individual, especially when it comes to their financial affairs. Your financial objectives, time horizon, and risk appetite are just a few aspects. For this reason, we offer a tailored made investment service, underpinned by a well-researched investment process, designed to deliver appropriate risk-adjusted returns.

We know that your circumstances change and that your investment objectives can evolve. We always take the time to listen to your requirements and regularly review your portfolio to ensure it is still meeting your individual needs and attaining the performance returns that you desire and expect.