Portfolio Management Services
We take the time to understand your goals
As a client of Hawksmoor, you will have a dedicated Investment Manager (supported by an investment assistant and administration team) who will take the time to understand your investment requirements and preferences.
We stay in contact with you
You can expect:
- Regular meetings to check if your needs have changed
- Quarterly reports showing how your investments are doing
- A newsletter with market updates
- An annual tax report to help with your tax filing
- Direct access to your Investment Manager by phone or email
- 24/7 online access to your portfolio
We keep your money safe
Your investments are held in a secure account. This allows us to manage everything for you, including collecting dividends and handling transactions.
For extra security, we work with Pershing Securities Limited, a trusted company that safeguards investments. BNY Pershing is part of BNY, one of the world’s largest financial institutions. They also have insurance to protect against risks like fraud or theft. Both BNY Pershing and Hawksmoor are covered by the Financial Services Compensation Scheme (further details of which can be found at www.fscs.org.uk).
