WEALTH MANAGEMENT

We believe there should not be a one-size fits all approach to Investment Management, and we use a variety of different investment strategies with clients:

Managed Funds

Where you are just looking for something simple, or you are just starting out investing, a single managed fund can often be the best option.

We have a panel of a number of Fund of Fund or Multi Manager funds which were gularly review.

Discretionary Management

For certain clients, a discretionary management approach to a portfolio may bebest. This is where the buy and sell decisions are made by the portfolio manager.

We have access to a number of Discretionary Fund Managers (DFMs) such as Quilter Cheviot and Charles Stanley.

Model Portfolio Services

We run a model portfolio service in-house called our Core Active Portfolios (CAP), providing a collection of growth, income, passive or ethical portfolios.

In addition to our own model portfolios, we use a number of external model portfolio services such as Brewin Dolphin, Smith & Williamson and Vestra, along with provider specific models such as Old Mutual Wealth's Wealth Select portfolios and Royal London's Governed portfolios.

Bespoke Portfolios

For larger and/or professional clients, who have specific investment goal in mind, we can advice on a bespoke portfolio of funds.

We have an in-house research analyst who monitors markets and keeps in touch with investment houses.

Whilst we cannot advise on direct equities, we can advise of products in which to hold them as part of your overall portfolio.

Making the Confusing less so
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Financial terminology is not for everyone and like most industries, we suffer from a little from acronymsRus. At Gracechurch Wealth Management LLP, we pride ourselves on producing financial reports which are technical, but in terms everyone can understand.

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