APW is a discretionary asset management service that involves a more intimate relationship with the investment manager directly...

…in addition to their financial adviser, therefore allowing more frequent discussion and understanding of their portfolio.

These portfolios include direct holdings in individual shares of familiar companies in several global markets including the UK. Importantly, using this service allows clients potential capital gains tax and cherished assets to be managed more efficiently.
Online access to view up-to-date valuations and other portfolio information

Portfolio look through – in depth detail about a client’s investment portfolio

Access to fund fact sheets

Quarterly valuations

Quarterly investment reviews

Tax optimisation

Notifications of trades within a client portfolio

Access to a named investment manager

The ability to exclude certain companies or industries from your portfolio

Fully tailored portfolio that can include collectives, direct equities, alternatives etc



A Bespoke
Solution
A tailored approach with a
more personal relationship