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.

Discretionary Portfolio Management Service

Our Discretionary Portfolio Management Service is our core investment management service for Private Investors.

Sustainable World Portfolio Management Service

Are you concerned about how the companies you invest in make their profits? Or do you want to make positive changes to the world through your investment choices?

Capstone Portfolio Management Service

Our Capstone Portfolio Management Service is a bespoke service for smaller portfolios, based on our Multi Asset Funds.

AIM Portfolio Service

Our AIM Portfolio Service enables you to invest in growth opportunities amongst UK smaller companies and at the same time reduce your potential inheritance tax (IHT) liability accordingly.

Get in touch

Chloe Vicary

Investment Assistant

Exeter Office

Tel: 01392 410180

Email Chloe

Rebecca Fournier D'Albe

Senior Investment Manager

Taunton Office

Tel: 01823 218453

Email Rebecca

David Evans

Director / Senior Investment Manager

Dorchester Office

Tel: 01305 236000

Email David

Simon Atherton

Senior Investment Manager

London Office

Email Simon

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