Discretionary portfolio management for private clients, family trusts and charities
As an owner-managed business, we offer you a stable relationship with two named investment managers. Staffed by experienced investment professionals, we combine a good track record with efficient administration and clear, direct communication.
We always put our client's interests first. We have no in-house products to sell, so can select the most appropriate investments from the market to suit client objectives. We charge a simple transparent management fee, and have no incentive to manipulate portfolios just to earn commission.
We are pleased to take on the management of a directly invested portfolio, as well as recommending, if requested, diversification measures. Transferring a portfolio, with its attendant ISAs, is easy and quick, usually requiring only a single letter of authority.
So, if you are dissatisfied with your current investment manager, do consider moving to GBIM to avoid the following problems:
- Not knowing the person making the investment decisions on your portfolio.
- Lack of continuity as people join and leave.
- Infrequent or erratic communications.
- The firm that you chose taken over by larger firm with a different business ethos.
- Too much of your portfolio invested in the firm's own products.
- Heavy trading of your investments without adequate explanation.
- Unsatisfactory performance of your portfolio in the light of your objectives.
Find out more:
- Why a boutique is the best option for your investments
- The six principles: your interests put first
- The partners who will manage your portfolio
- GBIM's track record: performance figures
- Controls and banking: avoiding conflicts of interest