We conduct regular monitoring of all investments held in our managed structures and provide comprehensive reports on performance and risk for all portfolios.

Through our investment process we have identified the top discretionary managers for private client portfolios, based on their performance, reporting, depth of investment knowledge and risk management approach.

We meet with investment managers on a regular basis and review portfolios to ensure that the managers are investing as agreed. We set performance and risk targets for each portfolio to ensure that our expectations are clear from the outset and we work with investment managers to understand how our requirements are being met.

Using investment analysis software we are able to assess the value-at-risk of individual portfolios and ensure that our investment objectives are being achieved.

We have a thorough risk assessment programme for individual securities, that helps ensure that any risks taken outside a portfolio are reasonable, given the objectives.

Contact one of our Investment Monitoring Team

For further information on Investment Monitoring administration please contact: