Model-based Managed Portfolio Service for clients of Independent Financial Advisers through a suite of risk-rated strategies.
This service comprises model-based portfolios designed specifically for individual client requirements with more flexibility.
The management of bespoke risk-assessed portfolios that are designed to meet a client’s personal requirements as agreed with them and their Financial Adviser.
Wealth Manager Monitoring
Vintage Asset Management is able to help if you would like to consider a strategy across a number investment houses to mitigate concentration risk, or to address any preferences you have such as socially responsible investments or access to a private banking relationship.
Please use this resource for the latest monthly factsheets, investment reviews, updates and an example client risk profile questionnaire. Please contact us if you would like any historic data.