Portfolio management is a tailored investment management service, designed in response to our clients’ needs and reflecting the fact that the investment world continues to evolve rapidly. In a complex investment marketplace with a multitude of funds, the Mattioli Woods portfolio management service provides clients with actively managed investment solutions.
Our portfolio management service sits at the heart of our investment services, is managed by a dedicated team of investment managers and researchers and is delivered by a team of consultants, to ensure that the management of your portfolio meets your individual investment objectives.
Clients using the portfolio management service will benefit from active day-today asset management, access to all asset classes, and greater diversification of investments, to ensure an efficient distribution of risk. Our service delivers a superior risk-adjusted portfolio of investments in one cost-effective and efficient structure that ensures the timely implementation of investment decisions, crucial in fast-moving equity and bond markets. Due to our economies of scale, we have the ability to access products and pricing, which may not be available to individual investors. At Mattioli Woods, our investment philosophy is clear, robust and effective. We believe in:
• Investing for the long-term through sustainable investment strategies • A disciplined investment process and proactive management that does not follow the crowd • Diversified portfolios based on detailed analysis of the economic outlook • Regular quality reporting with personal commentaryCommencing with a full analysis of your objectives and attitude to risk, a strategy will be agreed with you, which we will manage on a day-to-day basis. Maintaining a suitably balanced and diversified portfolio positioned to anticipate fast-moving markets is key, whether your objectives are income preservation or accumulation of assets.
We aim to provide clear communication of your portfolio, avoiding jargon and flashy terminology to keep you updated in a professional manner. In addition to regular communication on our strategy and portfolio adjustments, you will receive a detailed six-monthly performance update and also have access to a dedicated investment website, giving you an accurate view of your investments. Our team are on hand to provide investment planning advice, ensuring your portfolio remains appropriate to your chosen strategy.
We will arrange a meeting with one of our consultants to determine which risk profile and portfolio is most suited to your needs. Once your investments are managed on the portfolio management service, the portfolios will be continually monitored internally to ensure that they meet their objectives, and any adjustments will be made directly.
During our regular face-to-face client review meeting, which assesses all areas of your wealth management strategy, we will update you on your portfolio and determine whether or not your risk profile has changed. If so, this may lead to a move to a more suitable risk-weighted portfolio. On an ongoing basis, our investment website allows instant viewing of the current position of your portfolio and this is supported by other useful resources, including our investment bulletins and newsletters.
To order a portfolio management application pack, please call 0116 240 8700 or e-mail: investments@mattioli-woods.com To log-in to the Portfolio Management Client Portal, click here.
