Discretionary Portfolio Management Service

Hawksmoor’s Discretionary Portfolio Management Service offers you a bespoke solution to managing investment portfolios for a wide variety of investors, including trusts and charities as well as individuals, investing directly or through tax efficient structures such as Self Invested Personal Pensions (SIPPs), Offshore Bonds and ISAs. It is a genuinely personal service based on our core belief that your requirements are different to others. By having Hawksmoor as your investment manager, you can rest assured that your portfolio will be managed in accordance with your instructions whilst you relax and enjoy the finer things in life.

 

By becoming a private client of Hawksmoor, you will have a dedicated qualified investment manager and the support of an investment assistant & administration team.

 

After an in-depth consultation with you, including a review of your attitude to risk, your requirement for income, your tax position and your particular preferences, your investment manager will build and actively manage an investment portfolio to match your individual needs, incorporating existing investments wherever appropriate. Your investment manager and his/her team will closely monitor your portfolio and, using our disciplined and structured investment process, will ensure it is suitably invested at all times.

 

Usually, at least once a year, you will meet with your investment manager to review your requirements and to ensure your portfolio is still properly reflecting your specific needs. We will also regularly send you investment reports, which include data showing the performance of the portfolio relative to appropriate benchmarks.

 

Your investments are held in a nominee account so we can deal with all the portfolio administration efficiently, including collecting and distributing dividends and other income payments, corporate actions and promptly executing all trades.

 

If instructed we will use your annual ISA and Capital Gains Tax allowances to ensure the portfolio is managed as tax-efficiently as possible and will send you all the tax information you need to complete your tax return at the end of each tax year.