Portfolio Management

A unique investment portfolio

We help manage your investments consulting you at every step. Our bespoke approach considers your personal needs and objectives reviewing and adjusting your portfolio as appropriate.

Portfolio Management
Ethical Investment

An asset management approach suitable for you

Our portfolio management service is typically for clients who lack the time and expertise to manage their investment portfolios. We balance risk against performance when matching investments to your objectives.

Our bespoke service ascertains your needs and objectives to put forward a unique asset allocation. We are responsible for everyday monitoring of your portfolio, assessing risk and performance to achieve your ambitions. As market conditions and your requirements change, we will consult you and adjust your portfolio accordingly.

Reporting services

Our services comprise a Valuation (either quarterly, half yearly or annually) showing all transactions for the period, all dividends received and any monies paid or received. This is accompanied by a Market Review with an in depth market commentary.

Ad hoc reports and valuations are also available upon request.

advice suitability

When opening an account, we carry out a detailed ‘Fact Find’ to gather information about your financial situation helping us to provide bespoke and suitable advice. Your needs and objectives are our most important consideration when we provide investment advice.

We offer a range of environmentally, economically and socially sustainable funds. Our service provides the opportunity for clients to choose specific investments translating their personal beliefs into a bespoke investment portfolio.

Ethical investment approach

Belgrave facilitates ‘screening’ avoiding unethical funds of firms such as arms traders and cigarette manufacturers. Our best in class approach favours companies with a good track record in environmental and social management.

We advise you on funds that match your ethical criteria carefully balancing responsible investment against performance.

ethical criteria to consider

Fairtrade
Environmental Issues
Community Investment
Corporate Social Responsibility

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Important Risk Disclaimer

Belgrave’s portfolio management service provides a structured approach to investment management. We design your portfolio to best suit your needs and objectives. However, it is possible for value of your investments to go down as well as up. Generating capital growth may require higher levels of equity investment which could be subject to short term volatility. The content of this website is not intended to constitute personal financial advice.