Portfolio Management Services
We take the time to understand what you want
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 will meet your Hawksmoor investment manager at least once a year to review your requirements and to ensure your portfolio is still meeting your specific needs. You can always speak to your investment manager if you have any questions about your portfolio. Your investment manager will also send you quarterly investment reports, which include data showing the performance of your portfolio.
We keep your money safe
We outsource the safe custody of your investments to Pershing Securities, one of the longest established UK custodian and settlement companies with nearly $1 trillion in assets under administration. Pershing is a subsidiary of the Bank of New York Mellon which has more than $33 trillion in assets under custody. Your assets are held in a ring-fenced nominee account – Hawksmoor does not hold any client assets. Pershing provides a comprehensive public indemnity policy to protect you against such events as fire, fraud or theft. Both Pershing and Hawksmoor Investment Management are covered by the Financial Services Compensation Scheme.
You can find out more about the different Portfolio Management Services we offer below.