Collective Investment Management Service
Our Collective Investment Management Service (CIMS) gives investors the opportunity
to reduce the risks sometimes associated with direct investment in individual stocks
and shares. It is a truly bespoke service. Each client's distinctive, individual
portfolio will comprise collectives, mainly
investment trusts
, unit trusts, Open Ended Investment Trusts
(OEICs) and, where appropriate,
fixed
interest securities.Each
portfolio is always specially selected to meet clients' personal investment objectives.
The main advantages of the CIMS include:
- A bespoke investment portfolio tailored to suit individual investor's needs
- Investment in a spread of independent collective funds to reduce risk
- Professional and independent discretionary investment management
- Minimised paperwork and regular investment reports
- Annual report for tax purposes
- Independence - we do not manage in-house collective Funds
Please read this PDF on the Collective Investment
Management Service for more information
Please note, the value of your investments and any income from them may go down and you may get back less than you invested. If you are unsure about the suitability of this service, please contact us for advice.