Our Portfolio Management Service aims to generate superior investment results over the medium to long-term to help you make the most out of your money
An adviser will work with you to define your needs whether you are aiming to grow your wealth over the medium to long-term or want to generate a sustainable level of income. Your attitude to investment risk will be taken into account and then your adviser will carefully select a balanced and diversified portfolio of funds that meets your objectives both now and in the future. A regular review of your investments will be undertaken to assess if your portfolio continues to meet your needs and is still appropriate for market conditions.
The value of an investment with St. James’s Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested.
Benefits of the service:
Comprehensive fund research
Access to the exclusive range of St. James’s Place Unit Trusts, which are rigorously monitored.
Portfolio selection
We select a portfolio tailored to your needs, which is closely monitored and adapted to take into account changing market conditions.
Proactive communications
We will regularly provide you with updates on your portfolio’s performance.
Online reporting
You will have 24/7 online access to your portfolio valuation from anywhere in the world.
Dealing and administration support
We will undertake all the activities necessary to keep your portfolio in line with your risk profile and objectives.
The value of an investment with St. James’s Place will be directly linked to the performance of the funds selected and may fall as well as rise. You may get back less than the amount invested.
What our clients say
Frequently asked questions
Your portfolio is reviewed annually with your Financial Adviser at your review meeting.
Your Financial Adviser will analyse the performance of your portfolio and rebalance it where necessary to help you meet your financial goals.
You do not need a Financial Adviser to manage your portfolio. However, a Financial Adviser will ensure that your investment choices are suitable for your circumstances. A Financial Adviser will also regularly rebalance your portfolio to help make sure it is suited to your needs and attitude to risk.
The value of an investment with St. James’s Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested.
Book a no obligation portfolio review
If you have any queries or would like to arrange a face to face meeting with an adviser for a no obligation review of your personal finances, simply book a call back using the form below. Alternatively, you can call us on 0117 973 0500.
