If you prefer to be more involved in the management of your portfolio SGPB Hambros offers a managed and non-managed advisory service.
Managed Advisory Service
Your portfolio will be actively managed by your investment adviser on an asset allocation, portfolio construction and product selection basis, which will be agreed with you on a regular basis. Recommendations and transactions will be entered into on your behalf based on this agreed approach only with your express consent. The account will be managed on an ongoing basis and we will regularly review your portfolio with you.
Under the managed advisory mandate you will have the choice of a number of investment strategies to which your portfolio will be managed.
Alexandre Zimmermann
Head of Advisory & Investment Solutions
Non-Managed Advisory Service
This service may be suitable for you if you are seeking advice from time to time but wish to make your own investment decisions. Your portfolio will not be actively managed and will not be allocated an investment strategy. Recommendations will be made based on SGPB Hambros’ views but without regard to the composition of your portfolio other than to ensure it is within your risk profile. We will not take any responsibility for the ongoing management of your portfolio under this service.
We will contact you in relation to your account where there is a change in the SGPB Hambros’ recommendation in respect of one or more of your holdings.
