Your long term objectives

our portfolio management


why choose everys private client services?

Our Discretionary Management Service is designed for investors who prefer to delegate the responsibility of either creating a new portfolio or managing their existing investments. This service is provided for private clients, trusts, charities and pension funds (SIPPS).

Under this agreement, we assume full day-to-day management responsibility of investments and the associated administration in conjunction with our third party custodian, A J Bell Securities Ltd. Periodic reports are provided for clients along with end of year tax papers to assist with tax returns.

Key benefits:

  • Professional investment management tailored to individual needs
  • An appointed, qualified and experienced investment manager
  • Investment process built on modern portfolio management techniques
  • Access to major asset classes, shares and investment funds
  • Individual Savings Accounts (ISAs) for tax efficiency
  • Simplified administration utilising AJ Bell Securities custody services
  • Full and transparent periodic reporting of investments
  • End of tax year reporting to assist with the completion of tax returns