Portfolio and Investment Management
We manage portfolios of all sizes for clients of all types. Each portfolio is tailored to individual requirements in terms of period of investment, purpose of investment and amount of risk and security.
Whether you require income or capital growth from your investment, we are familiar, on a day-to-day basis, with every possibility and have long experience of constructing individual portfolios.
One basic theme runs through all our portfolios. Best returns are achieved by diversifying between the best fund managers, each investing in their own area of proven ability. Above average returns can thus be achieved without above average risk. Portfolios are automatically structured in the most tax-efficient manner.
We can offer you a quarterly valuation of assets, regular reviews and advice on any action to be taken. In addition, our regular news bulletin devotes its main article to our opinions on investment matters and prospects.
We can work on either a fee or a commission basis and actively seek to achieve the very best terms for you from all investment institutions.
We see ourselves primarily as managers of clients’ money and thus the correct structuring of client portfolios is the most vital part of our business.
“I know plenty about investing money, but I like having another professional to share responsibility, and the blame! Baigrie Davies do the first very thoroughly and have not yet had to do the second! Their advice has been impeccable throughout and I’m very happy with the returns achieved.”
Bert Suer, Director and General Manager of Treasury, Nomura Bank
