Private Wealth Portfolios (PWP) is our advice-led portfolio service for clients who value professional design, disciplined oversight, and high-quality research, while retaining final decision-making authority.
We work with you to design a portfolio aligned to your goals, risk tolerance, and time horizon. Once the strategy and portfolio structure are agreed, you approve the final portfolio before it is implemented. From there, we actively monitor your investments, assess market conditions, and provide clear buy and sell recommendations as market conditions dictate and or as your needs and circumstances evolve.
All recommendations are supported by independent research and professional analysis. Any changes to your portfolio are made only with your authorisation — ensuring you remain fully informed and in control at all times.
Behind the scenes, we manage the day-to-day administration of your portfolio, including trade execution, custody, income processing, and reporting. You receive clear quarterly portfolio reports and reviews, while enjoying daily visibility through our secure online portal.
With PWP, you receive:
- A dedicated Investment Adviser who designs, monitors, and advises on your portfolio
- A tailored investment strategy and portfolio, approved by you before implementation
- Ongoing monitoring and recommendations, aligned to your goals and risk profile
- Research-backed advice, supporting confident decision-making
- Comprehensive portfolio administration, including safe custody of investments
- Quarterly reporting and portfolio reviews
- Year-end tax reporting, simplifying your administration
- Online access, providing daily visibility of your portfolio and transactions