About the Premier Private Client Portfolio

The Premier Private Client Portfolio is a bespoke portfolio management service recognising the individual needs of clients, who may be individuals, charities or institutions with over £250,000 to invest.

• A bespoke discretionary portfolio service managed by experienced Investment Managers.
• Individual portfolios are designed to meet the specific and agreed investment requirements of our clients.
• Emphasis on capital preservation and risk management to help protect as well as grow your investment.
• Regular reviews and reporting.
• Online valuation service.
• Income planning options.
• Truly active and dynamic investment management.

You may have come to Premier with an existing portfolio of assets or a cash lump sum. The funds may have arisen from a personal portfolio, a pension fund or a trust fund. We will adapt and manage your funds to meet a bespoke investment strategy agreed with you. Through regular meetings, we will discuss with you any change in your personal circumstances and make sure your portfolio is still 'on track' to meet your agreed objectives.