Asset Management

We recognise that successful investment, whether it is
in the form of pension provision, capital creation or income maintenance, is critical to your future well-being, but it is a field which presents a unique challenge as future perfomance is unpredictable.

At Collins Financial Consultants Ltd, we adopt an innovative approach to this problem through our association with St. James's Place Wealth Management.

Unlike most other financial services companies, St. James's Place has no investment managers of its own and instead have selected a number of respected external investment houses to look after its funds.

The cornerstone of the St. James's Place approach is its Investment Committee, advised by the respected consultants Stamford Associates.

The Investment Committee has the responsibility of selecting, monitoring and changing external fund managers, meeting quarterly to review performance and consider detailed reports from each external firm. If a change in the market place calls for the addition of another firm, the Committee will select one. If the Committee loses confidence in the ability of an existing firm of managers it will replace them, without any charges to the client.

Full details of the current fund management teams can be seen under the Services page.

Private Portfolio Management Service

Separate to the asset managment offering is our Private Portfolio Management Service, available to our clients to cater for their specific stockbroking needs.

Clients can determine their own individual requirements, whether they are looking to use it for straightforward share dealing transactions and utilisation of annual Capital Gains Tax allowances, or full portfolio strategy incorporating investment vehicles such as OEIC, Unit Trusts and Gilts etc.

We currently have two stockbrokers within this service, full resumes can be viewed under the Products & Services page.