Announced in 2017 – For information only and not to be considered as recommendations
Our principal objective is to build wealth for you over the longer term. Depending on your preferred degree of involvement, our investment management service is either fully discretionary or advisory.
Discretionary Investment Management
Our bespoke Discretionary Investment Management service allows you, the client, to hand over the day to day management of your portfolio to a highly experienced Investment Manager with a proven track record of performance.
Your investment manager will monitor the holdings and make the decisions on your behalf, keeping within the agreed risk profile. However, you can have as much or a little involvement as you like.
At Ramsey Crookall, we understand that trust is an essential element to building a successful relationship, that’s why you can expect our investment management service to be:
- Focused on your needs: Your investment manager will take the time to get to know you and your investment objectives. We will discuss your feelings about risk; this helps us formulate guidelines so the management of the portfolio is run exactly how you would like it.
- Reliable: Your investment manager will be part of an expert team with decades of experience. Our core members have been with us for over 10 years so it is very likely you will have the same manager over time. You can contact your investment manager at any point.
- Impartial: We are completely independent. We have no in-house products and do not receive fees from the investments we make. You can be confident that our advice is objective.
- Competitively priced: We offer very competitive pricing for the bespoke level of service we provide.
- Expert: We have an award winning team, who has won in a number of categories at the City of London Wealth Management Awards in recent years. Including ‘Wealth Manager of the Year’. We combine our own expertise with that of skilled external investment managers who are renowned in their specific markets and sectors – giving us unrivaled access to the best opportunities.
- Open and accountable: We pride ourselves on being completely transparent in everything we do. You will also be able to monitor the portfolio online through a secure, password protected area of our website.
- Strictly Confidential: We take the highest measures to ensure all our data is secure and the affairs of all of our clients are kept strictly confidential.
If you would like to find out more about how we might be able to help you please call +44 (0)1624 662088 or fill in this simple contact form, and an advisor will contact you as soon as possible.
Equally you can read more about our Discretionary Investment Management Processes here.