Continuum Wealth Managed Portfolios

Our Managed Portfolio service is designed for people who have at least £150,000 to invest. We build a bespoke investment portfolio, tailored to match your needs for income, growth, or a combination of the two, and to suit your personal tax situation. Most of our recommendations use one of a series of Model Portfolios of Collective Investment vehicles (unit trusts) as their basis because we believe that the best way to optimise performance is to select the best performing actively-managed funds.

For clients who prefer a low-cost version of our portfolio service we offer the alternative of a portfolio consisting of index-tracking funds and ETFs.

Clients who use this service receive a fully-comprehensive report once a year, which details their asset allocation, analyses performance over the preceding year measured against suitable benchmarks, and reviews changes that have been made over the year. It also makes recommendations for any further changes we believe to be appropriate. They then have an opportunity to discuss the report with a dedicated Adviser who is available throughout the year.

Please note that we only offer an Advisory service, which means that we liaise with you and obtain your approval before we make any changes.

Costs and charges are quoted in detail at every stage.