Portfolio Management Services

As professional advisors will know, managing an investment portfolio with the care and professionalism it deserves is extremely demanding. The speed of economic and political change makes it ever more difficult for even IFAs to stay fully informed and interpret how their clients’ investments are affected. Consider too that the administration associated with running a suitably diversified portfolio can be time-consuming and any errors or delay in administration costly.

That’s why we offer intermediaries two competitively priced management services: our Managed Portfolio Service (MPS) and for clients requiring a more tailored arrangement, our Bespoke Portfolio Service (BPS).

Whichever service is the most suitable for your clients, both of them bring the benefit of our investment expertise, comprehensive research facilities and efficient administration:

• We understand the value of your client relationships and we will work hard not only to manage your clients’ portfolios, but also to reinforce your relationships with them.
• Whilst we remain benchmark aware, we are not benchmark constrained. Many managers simply track an index such as the FTSE 100 but we use our knowledge and expertise to invest in more sectors and investments that may out-perform markets as a whole, and avoid others that we think will under-perform. Managers who just track an index can’t do that.
• We decide the most suitable size for individual holdings in your clients’ portfolios rather than letting the market decide for us.
• We diversify portfolios to take account of different objectives and attitudes to risk.

Whatever the size of your clients’ portfolios, and whichever BRI service you and your clients choose, you will benefit from the same team of experienced investment managers, using the same research tools and sophisticated investment analysis, all backed up by the same professional administration department to ensure their portfolios are looked after properly and their assets kept safely.

To find out more about how BRI’s intermediary-only portfolio management services can add to your own client offering, call us today. Or, click here to access our intermediary-only document download centre.