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Private Clients

 

 

We are one of UK's most prominent Investment Manager dedicated to Ethical and Sharia compliant investment management.

As your Investment Manager, we select and actively manage your investment portfolio to help you achieve your personal goals. Our investment portfolios consist of a diversified range of selected funds, ETFs and direct equities that we believe helps achieve optimum results based on a given risk profile.

Our discretionary investment management service suits those who wish to give us the discretion to select and manage investments based on their investment objectives and risk profile. Our Investment Manager would make day to day investment decisions on behalf of clients and will actively monitor the portfolio.

Our discretionary investment management service includes the following service options:

Collectives managed portfolio service - this service offers five different portfolios with varying risk profiles. Your money is invested in a suitable portfolio consisting of funds and ETFs.

Comprehensive managed portfolio service - this service offers three different portfolios with varying risk profiles. Your money is invested in a suitable portfolio consisting of funds, ETFs and direct UK equities.

Bespoke managed portfolio service - this service offers a bespoke portfolio based on your requirements, consisting of both collectives and direct equities. 

The availability of above service options are based upon the value of the assets we are asked to manage and your investment requirements. We will discuss this with you and agree the specific level of service suitable for you, depending upon your circumstances and requirements.

For more information on how we can help in this area, please contact us.

 

We offer a bespoke discretionary investment management service for HNW Clients. The nature and composition of bespoke portfolio will depend on your requirements. We offer bespoke investment strategies, including the following:

  • UK direct equities portfolio
  • Equities portfolio based on company size i.e. mid-cap, small-cap
  • Sector-specific or region specific portfolio
  • Sukuk (Islamic bonds) portfolio
  • High yield income portfolio
  • AIM portfolio

For more information on how we can help in this area, please contact us.

 

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