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. For further information please contact Darren Hymos