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