Advisory Management
WHI advisory investment management is suitable for private investors who wish to retain control over the investment decision process, while being kept informed of economic trends, current market conditions, movements in particular stocks and the latest research.
We help you to define your investment objectives, taking into account your complete financial background and we work closely with you, providing advice on all investment matters. Our advice on your investments is based on quality research and the skills, knowledge and experience of teams of dedicated Investment Managers. We can monitor your portfolios using the latest technology to ensure that your objectives are met.
We ensure that we receive research on the UK and international markets from a variety of external sources. This allows our in-house analysts to develop strategies that meet your needs. In addition to helping you set your investment objectives, we will provide advice on markets and individual investments and deal for you.
All securities are held for your benefit in our nominee company, Fitel Nominees Limited and, accordingly, we are able to advise on all the necessary action in respect of rights issues, capital reorganisations, scrip dividends, takeovers and all other administrative matters.
We believe our strong client focus and high quality administration underpins a successful long-term relationship based on trust and transparency.
WHI’s investment managers will:
- Understand your complete investment needs
- Monitor your investment portfolio on an ongoing basis
- Provide a truly independent and personalised wealth management service -our independence is key in allowing us to make objective investment recommendations for our clients
- Ensure regular income payments to your bank (if required) and place funds awaiting investment in an interest bearing facility
- Facilitate access to in-house, UK and international research
- Hold semi-annual reviews with you to ensure your investment portfolio is in-line with your specified mandate
- Prepare regular portfolio valuations, reports, detailed tax year end investment reports and capital gains tax advice and computation
To learn more about WHI advisory investment management services please contact your WHI Investment Manager.
* Fitel Nominees Limited is a separate non-trading company of WH Ireland Limited which acts solely as a nominee.
To download a factsheet containing the above information, please click here.
