Matching investors with investment managers
Selection and Review - Professional intermediaries (solicitors and accountants)

Selection & Review

Professional Intermediaries (Solicitors and Accountants)

Historically, many investors have selected managers through personal recommendation of trusted professional advisors (solicitors and accountants) or friends or business associates.

BeesonMaisey believe this is no longer sufficient or satisfactory. There is a greater and growing range of investment options, and a wider choice of investments and investment styles to consider.

A comprehensive search set against carefully constructed criteria is needed. At the same time different portfolios need different skills to accommodate tax treatment, income and possible capital withdrawals (pensions, for example).

The growing range of solutions make the process of matching possible investors' needs to investment managers increasingly demanding.

The selection process is time-consuming and requires specialist knowledge and skills. BeesonMaisey provides the technical support to ensure your client has the opportunity to explore the full range of investment options.

The process is impartial and independent, whilst highly cost-effective.

BeesonMaisey works with you to ensure that the investment mandate reflects your client's needs and objectives. You and your client remain in control of the selection process at every step.

 

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Charity Trustees

Since the enactment of the Trustee Act 2000, charity trustees have been required to review their professional advisors on a regular basis.

There is no expectation that this means a change, but it is incumbent on trustees to record that a process exists and is followed.

Your Solution

Your Solution

A periodic complete reappraisal can be beneficial to the investor and the investment manager.

The investor has the opportunity to consider new investment opportunities and strategies.

The investment manager gains the certainty that the investment strategy is current for the investor's needs and is well articulated.

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Private Wealth

Private Wealth may be invested through a number of structures ranging from personal portfolios to ISAs and PEPs, self-managed pension plans (SIPPS or SSAS), trusts and investment companies.

Families may wish to establish an overarching strategy for all family assets.

More typically different portfolios will develop different investment strategies reflecting the needs of beneficiaries, current tax treatment and tax planning issues.