Managed Portfolio Service
The Managed Portfolio Service has been designed to provide investors with an efficient and effective way to invest in Structured Products. We offer three Model Portfolios through the Service; Cautious Return, Cautious Income and Balanced Growth. The Model Portfolios are managed on a discretionary basis by James Brearley and Sons, the Investment Manager, and will invest exclusively in Structured Products. There is a mandate for each Model Portfolio that defines the type of Structured Product the Investment Manager can buy, in satisfying the defined investment objective and risk limits of each. The Service is available to most investors including individuals, charities, trusts and companies. It may be used as part of your general investment portfolio. It can also be applied to funds you may hold in an ISA or SIPP and it may qualify for inclusion within an offshore life company bond for certain international investors.
For detailed information on the individual notes held in each portfolio advisers can access the "dummy" portfolios on the James Brearley site. This has current pricing of each note and a link to the Cube site where we publish comprehensive analysis of each product.
Select: Private Client Login
Enter the following username/password
Select: "Client" from the options on the left
Select: the Portfolio option for each portfolio