Investment 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 McLean & Melrose, we adopt an innovative approach to this problem through our association with the St. James's Place Partnership.

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

The cornerstone of the St. James's Place Wealth Management Group 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. To this end, the Committee meets 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 tax or charges to the client.

Private Portfolio Management Service

Separate to the Asset Management 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 OEICs, Unit Trusts and Gilts.