Your Personal Portfolio Management Services account is a personal investment portfolio in equities, bonds and fixed income products, managed by our professional portfolio management team.
When you invest in your personal portfolio you own individual securities, unlike a mutual fund investor who owns units in an entire fund. This individual approach to investing gives the portfolio managers the freedom to tailor your investment portfolio to achieve your personal objectives.
Your personal portfolio manager will first seek to understand your individual needs and investment objectives, then drawing on the combined expertise of our specialists, will create your portfolio with you.
We use a transparent reporting approach in the management of your portfolio. Your personal portfolio manager will consult with you on all acquisitions and disposals. Ensuring that your investment objectives are achieved.