Eden Park Tailored Discretionary Service (TDS)
The Tailored Discretionary service provides portfolios aligned with a clients own risk appetite and real-return objectives, while also accommodating some specific client needs with the full support of a dedicated Portfolio Manager.
TDS Overview
With TDS a dedicated portfolio manager will be appointed however the adviser will work with their client to decide which investment strategy and portfolio is right for them and monitor the portfolio's ongoing suitability for the client. The adviser always remains in control of the client relationship.
With a dedicated Portfolio Manager, you can be confident that your clients will enjoy high levels of service and consideration. We put your clients at the centre of everything we do, avoiding jargon and assumptions, and working hard to ensure they can follow exactly what is happening with their investments.
EPIM works with financial advisers to run portfolios on the adviser and their clients' behalf.
Benefits of our Tailored Discretionary Service
Organised
Robust and rigorous central investment process. Investment and risk processes are established and have appropriate levels of senior management oversight.
Service-Driven
Client service is at the centre of everything we do. Charles Stanley provides ongoing support to advisors, recognised and valued by IFAs in the Defaqto 2021 DFM satisfaction study – Rated Gold.
Research
Whole of market approach to stock selection and market leading research capability. All markets, asset and fund types considered.
Outcome-Focused
Client outcomes are clearly defined and aligned with real-return objectives. Service is clearly outlined to demonstrate what we do and how we do it, the boundaries we operate within, and the outcome you and your clients can expect.
Competitive Pricing
Clear and fair charging structure with no initial or withdrawal fees. MiFID II compliant charging structure set at competitive prices to competitor offerings.
Risk-Aligned
Range of risk managed portfolios catering for most client needs. Portfolios aligned to Dynamic Planner risk profiles (4 – 7).
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EPIM Tailored Discretionary Service
EPIM Tailored Service Overview
Active asset allocation and stock selection with portfolios continuously overseen and managed by Charles Stanley
The portfolio management team draw on the combined experience of Charles Stanley’s Asset Management and Research teams.
Portfolios handle client-specific requirements for income and drawdown, as well as tax efficient management including managing across multiple wrapper types, handling ISA subscriptions, and utilising Capital Gain Tax allowances where requested.
- Managing over £25bn of assets
- Award-winning wealth manager
- Over 30 years' asset allocation experience
Lower Risk
The client will be looking to maintain the real value of their investments by achieving returns above inflation. The investment objective is to provide a long-term total return which is superior to inflation plus 1% returns. The performance of the tailored portfolio is not intended to track the rise (or fall) of any specific index. The portfolio will be more evenly balanced between equities, bonds and alternatives.
Medium to Low Risk
The client is prepared to have a greater proportion of their investments held in equities with the aim of achieving a higher investment return over the long-term. The investment objective is to provide a long-term total return which is superior to inflation plus 2% returns. The performance of the tailored portfolio is not intended to track the rise (or fall) of any specific index. The portfolio will typically include half of the assets invested in equities whilst the remainder will be split between cash, bonds and alternatives.
Medium High Risk
The client is seeking to generate higher investment returns through an increased exposure to equities to help achieve long-term investment goals. The investment objective is to provide a long-term total return which is superior to inflation plus 3% returns. The performance of the tailored portfolio is not intended to track the rise (or fall) of any specific index. The portfolio will typically include two thirds of the assets invested in equities whilst the remainder will be split between cash, bonds and alternatives. A larger proportion invested in equities is likely to lead to increased volatility in the overall value of the portfolio.
Higher Risk
Higher Risk - For clients looking to maximise their investment returns by having a portfolio invested largely in equities. The investment objective is to provide a long-term total return which is superior to inflation plus 4% returns. The performance of the tailored portfolio is not intended to track the rise (or fall) of any specific index. Significant levels of volatility and more frequent changes in the value of the investments can be expected, the client will be willing to accept these risks to achieve investment goal.
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VIEW EPIM TAILORED FACT SHEETSGet in touch today
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