Portfolio Management
Whether your clients have general investment portfolios, ISAs, PEPs or a SIPP, you can recommend the style of investment service, as described below.
For example, one of our investment professionals can manage one of the above on your clients' behalf, or if they wish to have a more hands-on involvement in the process, one of our Advisory services may suit them. To agree which service suits your clients' needs, our Investment Managers and Stockbrokers will be pleased to meet with you.
We offer three different types of managed service: Discretionary, Advisory Portfolio and Advisory Dealing. We also offer an Execution only dealing facility.
Discretionary
You simply agree the investment goals with your client and the Investment Manager, and then allow us to take care of monitoring the holdings and making the investment decisions regarding the content of the portfolio. Your clients’ Investment Manager will provide you and your clients (either directly or via yourselves) with regular reviews and valuations of the portfolio.
Advisory Portfolio Management
Our investment professionals will help you identify your clients’ Personal Objectives, or alternatively work according to the guidelines you have previously agreed with your client. With this clear idea of their requirements they will aid you and your client in the designing of a specific portfolio tailored specifically to those aims. You and your client will receive half yearly valuations and benefit from the use of our Nominee Service.
Advisory Dealing
If your clients are confident about managing their own portfolio, this service allows them to act on their own initiative, supported by our research. Our Stockbroker will also provide expert professional guidance, when required, to enable them to reach their investment decisions. Your client will take the full responsibility for monitoring the balance and risk of their portfolio.
Execution-only Dealing
If your clients prefer to manage their own investments, and choose not to seek professional advice, WH Ireland can offer a telephone execution-only dealing facility. If your clients choose to take up this execution-only service, we provide them with factual information such as prices but not investment advice.
