Porfolio Management
Our portfolio management strategy will depend on the client’s desired involvement in making investment decisions. The portfolios are individually tailored to suit each client’s risk and return objectives.
Discretionary Portfolio
The Discretionary Portfolio Management Service is appropriate for clients who wish to outsource all investment decisions to London & Capital. We structure and manage each portfolio based on a client’s individual requirements and attitudes to risk. Day-to-day management of the portfolio is carried out by our portfolio managers.
Advisory Portfolio
The Advisory Portfolio Management Service is for clients who wish to be more involved with their own investment strategies. We will have a full understanding of each client’s individual objectives and risk / return profiles and will communicate investment ideas that fit with the client’s underlying strategies. No transactions would be made without prior agreement and instruction from the client. Clients’ existing investment arrangements are always taken into consideration and we are happy to work in conjunction with third party professional advisers.
Reporting & Fee Structure
Our Client Services Team is on hand to cater for any changing needs and requirements. We are always available to meet face-to-face. We produce regular valuation reports and provide each client with their own online account, giving them access to personal portfolio information wherever and whenever it is required. We aim to provide an extremely high level of service and support to our clients. Our fee structure is transparent and always agreed with the client at outset.