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We can tailor your portfolio to your exact specifications. This includes concentrating on specific sectors, avoiding others for personal or ethical reasons (ESG investing), or building a strategy around a significant existing stock position.
Because you own the underlying securities, we have the flexibility to manage your portfolio for optimal tax outcomes. This includes tax-loss harvesting—selling specific securities at a loss to offset gains elsewhere—a powerful strategy not possible within a conventional fund.
You have a clear view of every single stock, bond, or other asset held in your account at all times. You are the direct owner, providing a sense of control and clarity that pooled vehicles (like mutual funds, UCITs, ETFs, ETPs, etc) cannot match.
Your SMA is overseen by a portfolio manager who understands you and your financial plan intimately, ensuring your investment strategy remains perfectly aligned with your life's ambitions.
Want a more customized plan for your needs? Contact Us
