iWealth Portfolio Management Service
At iWealth, our investment portfolios are designed to align with your attitude to investment risk. These portfolios consist of approximately 30 different funds and cover all assets classes, providing a diversified investment solution.
We review your portfolios on a quarterly basis and advise you of changes we would like to make to your portfolio, in order to improve asset allocation and fund performance. If a fund within the portfolio starts to underperform, we will recommend that it is replaced with an alternative.
This is a proactively managed service which is available to all clients who contract with us to provide them with ongoing advice and service.
Bespoke Discretionary Service
For clients who would prefer not to be actively involved in the management of their money we have access to discretionary portfolios, where the day to day management happens automatically in the background, without any involvement required by you.
The underlying assets in a discretionary portfolio partly depend on the amount invested. A small portfolio may be invested solely in mutual funds, or for larger investments some elements of your portfolio may be replaced with direct holdings such as shares, which would reduce the overall costs of investment.
Discretionary investment services can be useful for clients with higher value investments as they can provide a more bespoke and tailored service and can accommodate any personal investment preferences that you may have.