Discretionary Nominee Service
The professional management of investments requires a full
time hands-on approach. A manager must have the authority
to take decisions when market conditions dictate and he must
spend a considerable amount of time analysing the information
available on which his investment decisions are based.
The discretionary management service which we have developed
enables us to take these decisions within the parameters
agreed with our clients. We believe in personal contact with
our clients which allows for a flexible approach not always
available elsewhere.
Our investment philosophy has developed from our considerable
experience of stockbroking and stockmarkets over decades.
This has guided us towards a conservative approach in investment
management with a strong underlying belief in equity as well
as fixed interest instruments. As our yardstick for performance
measurement we use the FTA All Share Index and the APCIMS
(Associate of Private Client Investment Managers and Stockbrokers)
Private Investors’ Indices.
Administrative functions are all taken care of as an integral
part of the service. Stocks are registered in our Nominee
with each client account having its own unique designation.
Dividends are collected and distributed according to client
instruction or reinvested if appropriate. Proceeds from Rights,
other cash and dividends, when received, are placed on deposit
at competitive rates.
We report to clients at the end of each quarter setting
out the following:-
- Detailed Valuation
- Economic and Market Commentary
- Specific Comment on Companies reporting
- Details of Movements in the Portfolio
- Performance Statistics
At the year end we provide, to the client or his Accountant,
all the information necessary for the provision of tax returns.
In this we include schedules of dividends, capital movements
and certificates of interest.
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