Our Investment Committee
What we, working as your IFA, will give you is a proposition which sees your investment managed actively and regularly offering a consistent approach and process across all investment risk profiles, irrespective of whether you have £1,000 or £1,000,000 to invest.
We have committed to review and monitor your investment portfolio on a regular and ongoing basis to ensure diversity, to reduce investment risks and to seek to improve returns on your investment over the longer term.
Our aim is to add real value to your investment experience backed by ‘real time’ monitoring of your investments.
Our Partners
The partnership will work to common governance and investment philosophies and you can be assured that the Prestige portfolios – and their component parts – remain aligned to your attitude to investment risk.
Your Investment Committee
The Investment Committee meets every quarter to analyse the Prestige portfolios’ asset allocation strategy and recommended fund choices.
The joint committee will continue to communicate with you every quarter, providing you with our investment ‘outlook’, informing you of any changes made to your investment portfolio and explaining the thinking behind those changes.
Prestige
The portfolios benefit from the most current investment thinking and the best ideas through dynamic portfolio construction, combining Pembroke’s expertise and in-depth knowledge of your personal financial requirements and LGT Vestra’s investment process, research capabilities and understanding of markets.
A discretionary mandate
You no longer have to give your consent every time portfolio changes are made. Instead the partnership Investment Committee will make changes and rebalance all of the portfolios every quarter and then tell you what changes, if any, have been made.
In Committee, if the analysis of the portfolios and their constituent parts lead to a recommendation for change then we are able to act on that proposal immediately and then communicate those changes to you.
We believe that we have found the perfect blend to improve further on the services which we can provide for the ongoing management of your portfolio.
In our previous ‘advisory’ ongoing investment management service which ran from 2009 to 2019, our Investment Committee comprised all of our regulated advisers and Keith Relf. Each individual had their own specialist area to research, review and report on each quarter.
If you click on the Advisers photograph within the ‘Our Investment Committee’ box below you will be able to read what their area of expertise was within the Committee -these will continue to be area of specific individual interest in the new discretionary joint Investment Committee.
Please call 01273 774855 or write to us by clicking here if you would like to know more about our unique ongoing investment proposition works and to discover the performance of the 9 model portfolios which ‘drive’ our Active Money Management service.
We really appreciate the professionalism of Pembroke
We are confident that going forward we have a healthier handle on this area of our finances and really appreciate the professionalism of Pembroke.
Thank you and the team for all of your efforts and good advice
I just wanted to let you know it was a good to meet you last week, and to thank you and the team for all of your efforts and good advice in looking after our savings. We have great confidence in you and Pembroke.