OUR MANAGED PORTFOLIO SERVICE
A discretionary investment management service with access to diversified portfolios. We do the hard work for you, saving you time to focus on what matters.
WHAT IS A MANAGED PORTFOLIO SERVICE?
A Managed Portfolio Service (MPS) is a centrally run set of portfolios, managed by our professional investment team. They make all the decisions, including what to buy, sell or hold, in order to meet the return objectives according to the level of risk appropriate for that portfolio.
Managing portfolios require ongoing monitoring and adjustments based on market conditions. This can therefore be a suitable alternative if you prefer a hands-off approach to managing investments. All investments are carefully researched, selected, monitored and managed by our specialist team on an ongoing basis.
For more information, please contact a member of our sales team on 020 3808 7138.
Why invest within a Managed Portfolio Service?
ACCESS TO EXPERTISE
Access to professional investment expertise and finance professionals who actively make decisions and manage funds on investors’ behalf.
COST-EFFECTIVE
A cost-effective way of accessing diversified and actively managed portfolios, potentially offsetting extra fees that can impact investment growth.
TIME-SAVING
Delegate time-consuming tasks such as researching, analysing and monitoring market changes to us, saving advisers and their clients time.
FLEXIBILITY
Easily move capital from one portfolio to another as risk attitude or income requirements change over time.
Our range of Managed Portfolios:
Hilbert MPS Protect 90
- Fully flexible retirement solution with access to the funds at any time.
- Limits downside risk by protecting 90% of the money invested. We’ve taken out an insurance contract with a primary insurance company, which helps us meet our financial liabilities towards our customers.
- Locks in investment growth on a quarterly basis, both pre-and post-retirement, while the funds remain invested.
- Ability to start or stop an income, increase or decrease the amount received, and switch between Secure Income Option and Secure Capital Option.
- Access to Exchange Traded Funds (ETFs) and bespoke asset allocation guidance from BlackRock to grow the value of your assets.
- No set term with access to your money at any moment in time.
- Minimum investment of £5,000 with the ability to invest through Direct, ISAs and SIPP Platforms.
For more information, please contact a member of our sales team on 0203 603 7851, alternatively, email sacha.charles@hilbert-is.com.
Defensive Income Portfolio
- Targets attractive income returns of 8% per annum whilst offering capital preservation through investment in Structured products (with a 40% cushion against falls in the underlying reference indices).
- Invests in a diversified range of products with different maturity dates, thereby reducing the potential impact of market levels on any one day. We also intend to diversify risk further by investing with multiple issuers.
- Flexibility to trade daily, with access to investments whenever needed. To help ensure liquidity, we only invest with issuers who trade on a daily basis under normal market conditions.
- We manage everything, including researching, selecting and continually monitoring all investments within your portfolio, to ensure it targets returns with an appropriate level of risk.
- We also keep a close eye on market developments, seeking attractive new opportunities as products mature.
- Minimum investment of £5,000, with access to the MPS directly through an ISA, or through most pension arrangements.
For more information, please contact a member of our sales team on 020 3808 7138, alternatively, email contact@hilbert-is.com.
Bespoke Discretionary Service
- Our bespoke solutions service provides the opportunity to create products tailored specifically to individual clients’ investment risk and return profiles, irrespective of complexity or jurisdiction.
- Access to a diversified portfolio of structured investments without committing to a fixed investment term.
- Limitless combinations of underlying indices, counterparty options and product shapes when creating a bespoke solution.
For more information, contact us on 020 3808 7138, alternatively, email contact@hilbert-is.com.
Hilbert Investment Solutions
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Hilbert Investment Solutions is authorised and regulated by the Financial Conduct Authority, No. 698380. Companies House Number 08956837.