What is the Portfolio Management Service and how can it work for you?
Chadney Bulgin’s Portfolio Management Service is a major step forward and, for the first time, we can offer you an all-encompassing service so that we can administer a wide range of your investments.
The service will bring together all of your investments which you may have made previously – Unit Trusts, ISAs, Pensions, Bonds, Shares and Deposit Accounts – all in one place.
By using the latest technology, you can view your portfolio online and this service extends to many other investments not administered through the Portfolio Management Service.
It will allow you to see the performance of investments whenever you like by logging on using a secure password. We can hold all information, past and present, relating to your assets and investments in one place. This allows us to make adjustments to your investments using real-time information and with a complete knowledge and understanding of your situation.
The on-screen information includes everything from the current overall value of all of your assets to sector and geographical spreads, for each of your individual investments. It also provides a greater level of detail and analysis than was previously possible.
Chadney Bulgin’s proposition from the outset is to understand fully your financial aims and objectives, including your attitude to investment risk. Where you have funds to invest, our process is to “asset allocate” across all major asset classes and recommend suitable investments.
Our Portfolio Management Service uses advanced technology and administration to deliver a new marketing-leading service and to give access to a huge universe of investment funds from leading city fund managers, whether the underlying investment is in the tax shelter of a pension or ISA or is even a direct holding.
Whilst the Portfolio Management Service is relatively new to the UK, it is tried and tested in the USA and Australasia . In many ways, it is similar to private banking services, which have to date only been open to the “super rich” and are expensive by way of comparison with the Portfolio Management Service.
Running alongside the Portfolio Management Service is a sophisticated fund research facility from Financial Express, as used by Bloomberg, Reuters and Thompson Financial, so that Chadney Bulgin can create a range of investment portfolios taking account of objectives and attitudes to investment risk.
Chadney Bulgin’s fees vary according to the scale and scope of work carried out. The Portfolio Management Service is a fully integrated, internet-based service designed to manage, monitor and report on your entire collection of investment portfolios in an efficient manner. Only by investing in the very latest technology are we able to provide you with the level of ongoing service, advice and support that we believe clients value.
In short, this is why we at Chadney Bulgin have created the Portfolio Management Service, a tailored service to best meet our clients’ needs and ensure that we deliver our promise of providing the best quality advice.
To download our Portfolio Management Service brochure click here.